ACTION INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- ACTION INC (EIN 04-2389332)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-05-10
- IRS object ID
- 201141309349300814
- Schema version
- 2009v1.7
- 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) |
|---|---|---|
| Timestamp | 2011-05-10T08:40:45-05:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL DENNIS & CO | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 HUNTINGTON AVENUE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02116 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042389332 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACTION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ACTI | NameControl |
| Phone | 9782837874 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 MAIN STREET | AddressLine1 |
| City | GLOUCESTER | City |
| State | MA | State |
| ZIP Code | 01930 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Tim Riley | Name |
| Title | Executive Director | Title |
| Phone | 9782837874 | Phone |
| Date Signed | 2011-05-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172629898 | Phone |
| Date Prepared | 2011-05-05 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Tim Riley | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 Main Street | AddressLine1 |
| City | gloucester | City |
| State | MA | State |
| ZIP Code | 01930 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 26354232 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.actioninc.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1967 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | OPERATE PROGRAMS THAT ASSIST THE LOW INCOME, HOMELESS, AND ELDERLY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 196 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | -7853 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -347 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 323315 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 417436 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 20636402 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 25838885 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 33098 | InvestmentIncomePriorYear |
| Investment Income Current Year | 34627 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 6261 | OtherRevenuePriorYear |
| Other Revenue Current Year | -7853 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 20999076 | TotalRevenuePriorYear |
| Total Revenue Current Year | 26283095 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 14844164 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 18624398 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4069778 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4472192 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 10430 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1533494 | OtherExpensePriorYear |
| Other Expenses Current Year | 2455832 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 20447436 | TotalExpensesPriorYear |
| Total Expenses Current Year | 25552422 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 551640 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 730673 | RevenuesLessExpensesCY |
| Total Assets BOY | 9388951 | TotalAssetsBOY |
| Total Assets EOY | 10360477 | TotalAssetsEOY |
| Total Liabilities BOY | 5328950 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5569803 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4060001 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4790674 | NetAssetsOrFundBalancesEOY |
| Mission Description | OPERATE PROGRAMS THAT ASSIST THE LOW INCOME, HOMELESS, AND ELDERLY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 18522841 | Expense |
| Revenue | 19652443 | Revenue |
| Description | ENERGY MANAGEMENT - A law was enacted which provides that The low- income residential demand-side management and education programs shall be implemented through the low-income weatherization network and shall be coordinated with all electric and gas distribution companies in the state with the objective of standardizing implementation. The energy management program, which is mainly the LEAN program, was established among the member agencies of the low income fuel assistance network to provide the services required for implementing the coordination requirements of the statute. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2604508 | Expense |
| Revenue | 2570320 | Revenue |
| Description | Fuel assistance program provides relief to those households that are most vulnerable to high home heating costs. It targets assistance to households with the lowest incomes and helps defray the cost of heat during the winter months. To ensure the effectiveness of the program, it has been designed primarily as a vendor payment program. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1849529 | Expense |
| Revenue | 1881904 | Revenue |
| Description | HOMEMAKER - home care program helps 450 people every week with their daily living activities, such as laundry, shopping, cooking, and personal care. Clients receive between three and thirty hours of care per week depending upon individual need. Its mission is to help people safely live at home with dignity. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1788505 | Expense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1788505 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 24765383 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 104 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 196 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Nbr Voting Governing Body Members | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 0 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACTION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9782837874 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 MAIN STREET | AddressLine1 |
| City | GLOUCESTER | City |
| State | MA | State |
| ZIP Code | 01930 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| Tone Kenney | ||||||||
| BOARD DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| Linda Giamanco | ||||||||
| treasurer | 3.00 | X | 0 | 0 | 0 | X | ||
| Mary Jo Montagnino | ||||||||
| BOARD DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| Sheila J Irvin | ||||||||
| BOARD DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| Gretchen Wood | ||||||||
| Vice chairperson | 3.00 | X | 0 | 0 | 0 | X | ||
| Charlotte Dodge | ||||||||
| BOARD DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| Robert Cameron | ||||||||
| BOARD DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| Richard Rafuse | ||||||||
| chairperson | 3.00 | X | 0 | 0 | 0 | X | ||
| Charles Foster | ||||||||
| BOARD DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| John Prybot | ||||||||
| BOARD DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| Rudolph Macchi | ||||||||
| BOARD DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| Ronald Linsky | ||||||||
| BOARD DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| Roger Lesch | ||||||||
| BOARD DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| Reverend Karin Wade | ||||||||
| BOARD DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| Gavin Keenan | ||||||||
| BOARD DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| Carol A Ryan | ||||||||
| BOARD DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| Marcia Hahn | ||||||||
| BOARD DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| Loretta Peres | ||||||||
| BOARD DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| Roberta Wallace | ||||||||
| BOARD DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| Linda Murphy | ||||||||
| BOARD DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| Marilynn Grant | ||||||||
| BOARD DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| Stefan Debouzy | ||||||||
| BOARD DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| ELLIOTT JACOBSON | ||||||||
| ENERGY DIR | 35.00 | X | 137112 | 0 | 9049 | X | ||
| Kathy Stewart | ||||||||
| bOARD DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| TIMOTHY RILEY | ||||||||
| Executive Director | 35.00 | 81347 | 0 | 22443 | X | |||
| william rochford | ||||||||
| former executive director | 3.00 | 42292 | 0 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 260751 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 31492 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CLIFF PETERS HEATING | |||||
| 984 BROADWAY | HAVERHILL | MA | 01832 | Heating Contractor | 1099123 |
| ATLANTIC WEATHERIZATION LLC | |||||
| 61 jefferson ave | salem | MA | 01970 | Weatherization Contractor | 546967 |
| A&M General Contracting Inc | |||||
| 101R Foster Street | peabody | MA | 01960 | Weatherization Contractor | 379929 |
| all seasons windows & insulation | |||||
| PO Box 8229 | Lynn | MA | 01904 | Weatherization Contractor | 319712 |
| heat quest insulation co | |||||
| 5 shawsheen road | lawrence | MA | 01843 | Heating Contractor | 180137 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
| All Other Contributions | 417436 | AllOtherContributions |
| Total Contributions | 417436 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Program Fees | 900099 | 23985503 | 23985503 |
| HOMECARE SERVICES | 621610 | 1853382 | 1853382 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 25838885 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 34627 | TotalRevenueColumn |
| Exclusion | $34,627 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 63284 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 71137 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -7853 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -7853 | TotalRevenueColumn |
| Unrelated Business Revenue | -7853 | UnrelatedBusinessRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 26283095 | TotalRevenueColumn |
| Related Or Exempt Function Income | 25838885 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -7853 | UnrelatedBusinessRevenue |
| Exclusion | $34,627 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 648611 | Total |
| Program Services | 648611 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17975787 | Total |
| Program Services | 17975787 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 257293 | Total |
| Program Services | 257293 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3427045 | Total |
| Program Services | 3032281 | ProgramServices |
| Management And General | 394764 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 447728 | Total |
| Program Services | 394927 | ProgramServices |
| Management And General | 52801 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 340126 | Total |
| Program Services | 306759 | ProgramServices |
| Management And General | 33367 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33129 | Total |
| Program Services | 31582 | ProgramServices |
| Management And General | 1547 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31999 | Total |
| Management And General | 31999 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 157612 | Total |
| Program Services | 112733 | ProgramServices |
| Management And General | 44879 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12945 | Total |
| Program Services | 5247 | ProgramServices |
| Management And General | 7698 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98858 | Total |
| Program Services | 57936 | ProgramServices |
| Management And General | 31319 | ManagementAndGeneral |
| Fundraising | 9603 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 120224 | Total |
| Program Services | 93078 | ProgramServices |
| Management And General | 27146 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114634 | Total |
| Program Services | 111087 | ProgramServices |
| Management And General | 3547 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43918 | Total |
| Program Services | 12196 | ProgramServices |
| Management And General | 31722 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84572 | Total |
| Program Services | 80946 | ProgramServices |
| Management And General | 3626 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56519 | Total |
| Program Services | 50353 | ProgramServices |
| Management And General | 6166 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CONSULTANT | 741502 | 731217 | 10035 | 250 |
| OUTSIDE CONTRACTS | 648481 | 648481 | ||
| UTILITIES | 115784 | 78378 | 37406 | |
| DATA PROCESSING | 111795 | 55891 | 55327 | 577 |
| TRAINING | 83860 | 80600 | 3260 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25552422 | Total |
| Program Services | 24765383 | ProgramServices |
| Management And General | 776609 | ManagementAndGeneral |
| Fundraising | 10430 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1957688 | BOY |
| EOY | 2696566 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 693086 | BOY |
| EOY | 704471 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2900482 | BOY |
| EOY | 3136023 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68883 | BOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3280 | BOY |
| EOY | 2840 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 4655083 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 838513 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3762901 | BOY |
| EOY | 3816570 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2631 | BOY |
| EOY | 4007 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9388951 | BOY |
| EOY | 10360477 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1850567 | BOY |
| EOY | 2532248 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1976677 | BOY |
| EOY | 1789511 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1501706 | BOY |
| EOY | 1248044 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5328950 | BOY |
| EOY | 5569803 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3804181 | BOY |
| EOY | 4580031 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 255820 | BOY |
| EOY | 210643 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4060001 | BOY |
| EOY | 4790674 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9388951 | BOY |
| EOY | 10360477 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14512088 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14249350 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16399901 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19086114 | CurrentTaxYearMinus1Year |
| Current Tax Year | 24402939 | CurrentTaxYear |
| Total | 88650392 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14512088 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14249350 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16399901 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19086114 | CurrentTaxYearMinus1Year |
| Current Tax Year | 24402939 | CurrentTaxYear |
| Total | 88650392 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 88650392 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 36233 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 40077 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 42329 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 33098 | CurrentTaxYearMinus1Year |
| Current Tax Year | 34627 | CurrentTaxYear |
| Total | 186364 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 88836756 | TotalSupport |
| Gross Receipts From Admissions Etc | 8478546 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.99790 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.99780 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 5 | NumberDAFsHeld |
| Donor Advised Contributions | 48000 | DonorAdvisedContributions |
| Aggregate DAF Value | 210643 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 0 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 0 | DisclosedForCharitablePurposes |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 426520 | OtherCostOrOtherBasis |
| Book Value | 426520 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1574214 | OtherCostOrOtherBasis |
| Depreciation | 310456 | Depreciation |
| Book Value | 1263758 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2438951 | OtherCostOrOtherBasis |
| Depreciation | 363371 | Depreciation |
| Book Value | 2075580 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 215398 | OtherCostOrOtherBasis |
| Depreciation | 164686 | Depreciation |
| Book Value | 50712 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3816570 | TotalOfBookValueLandBuildings |
| Total Revenue | 26283095 | TotalRevenue |
| Total Expenses | 25552422 | TotalExpenses |
| Excess Or Deficit For Year | 730673 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | 730673 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 26448699 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 94467 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 71137 | OtherRevenues |
| Revenue Not Rptd F990 | 165604 | RevenueNotRptdF990 |
| Revenue Subtotal | 26283095 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 26283095 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 25718026 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 94467 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 71137 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 165604 | ExpensesNotRptdF990 |
| Expenses Subtotal | 25552422 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 25552422 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | The Agency is exempt from Federal income taxes under Section 501(c)(3) of the Internal Revenue Code, and is exempt from state income taxes under Chapter 180 of the Massachusetts General Laws. Unrelated business income, of which there was none for the fiscal year ended September 30, 2010, would be subject to Federal and state income taxes. Consequently, the accompanying financial statements do not reflect any provision for income taxes. The Agency evaluates tax positions taken or expected to be taken in its tax returns to determine whether the tax positions are more-likely-than-not of being sustained by the applicable tax authority. Tax positions not deemed to meet the more-likely-than-not threshold, along with accrued interest and penalty thereon would be recorded as an expense in the current year financial statements. At September 30, 2010, the Agency believes that it has no uncertain tax positions within any of its open tax years. |
| Part XII Line 2d - Amount represents rental expenses relating to unrelated debt financed income reported on Form 990-T |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|
| Lynn Economic Opportunity Inc | ||||||||
| 156 Broad Street | lynn | MA | 01901 | 042378885 | 501(C)(3) | 316427 | FMV | Subcontractor for the weatherization program |
| NORTH SHORE COMMUNITY ACTION PROGRAMS INC | ||||||||
| 98 Main Street | peabody | MA | 01960 | 042385280 | 501(C)(3) | 332064 | FMV | subcontractor for the weatherization program |
| (no name) | ||||||||
| subcontractor for the weatherization program | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | CLIENT SUPPORT SERVICES | TypeOfGrant |
| Number Of Recipients | 5750 | NumberOfRecipients |
| Amount Of Cash Grant | 17975787 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: All programs at Action are income-eligibility based. The income levels vary from program to program. Some eligibility requirements are 200% of the poverty level, others are 60% of the area mean income. All clients that are served have to live within the service area of Action, which is Cape Ann, excepting the energy utility programs, which have a broader service area. The Compass Youth Program is also age-driven. They have to be of high school age to be eligible. The Homecare program does allow for more wealthy clients to be in the program. However, they would not be funded through Action; rather, they would be private pay clients, meaning they pay 100% of the costs of their services. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | william rochford | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Base Compensation Filing Org | 42292 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 42292 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 19418 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | The 990 is presented along with the audited financial statements to the finance committe who review both and then present to the board of directors. |
| Form 990, Part VI, Section B, line 15a | The board of directors approves the executive director's compensation. |
| Form 990, Part VI, Section C, line 19 | available upon request. |
| Form 990 Part XI line 2c: No changes from prior year. |
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