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← INSTITUTE FOR HEALTH AND RECOVERY INC

Form 990 for tax year 2023

Filed by INSTITUTE FOR HEALTH AND RECOVERY INC.

Totals

Total revenue
$13,217,932
Total expenses
$12,450,573
Contributions and grants received
$4,798,185
Grants paid
$1,553,737
Program service revenue
$8,348,420
Investment income
$12,616
Other revenue
$58,711
Total assets, end of year
$6,705,935
Total liabilities, end of year
$1,816,503
Net assets or fund balances, end of year
$4,889,432
Program services expenses (Part IX)
$11,186,706
Management and general expenses
$1,259,814
Fundraising expenses
$4,053
Program service expenses (Part III)
$11,186,705

Program services were 89.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $3,610,984

  • 1f · All other contributions, gifts and grants

    $1,187,201

  • 2a · Program service revenue: CONTRACTS

    total $8,294,070 · related or exempt $8,294,070

  • 2b · Program service revenue: FEES

    total $54,350 · related or exempt $54,350

  • 3 · Investment income

    total $12,616 · excluded $12,616

  • 5 · Royalties

    total $30,551 · excluded $30,551

  • 11a · Other revenue: MISCELLANEOUS

    total $28,160 · related or exempt $28,160

  • 11e · Other revenue, total

    $28,160

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $1,553,737 · program services $1,553,737

  • 5 · Compensation of officers, directors and key employees

    total $243,350 · program services $164,055 · management and general $79,295

  • 7 · Other salaries and wages

    total $6,963,883 · program services $6,270,162 · management and general $690,316 · fundraising $3,405

  • 8 · Pension plan contributions

    total $369,638 · program services $329,992 · management and general $39,471 · fundraising $175

  • 9 · Other employee benefits

    total $1,069,347 · program services $961,426 · management and general $107,802 · fundraising $119

  • 10 · Payroll taxes

    total $606,110 · program services $541,725 · management and general $64,259 · fundraising $126

  • 11c · Fees: accounting

    total $123,163 · program services $796 · management and general $122,367

  • 11g · Fees: other

    total $620,390 · program services $575,616 · management and general $44,774

  • 13 · Office expenses

    total $129,820 · program services $101,222 · management and general $28,514 · fundraising $84

  • 16 · Occupancy

    total $383,387 · program services $346,788 · management and general $36,455 · fundraising $144

  • 17 · Travel

    total $157,400 · program services $155,611 · management and general $1,789

  • 19 · Conferences, conventions and meetings

    total $16,946 · program services $13,406 · management and general $3,540

  • 20 · Interest

    total $14 · management and general $14

  • 22 · Depreciation, depletion and amortization

    total $1,462 · program services $1,443 · management and general $19

  • 23 · Insurance

    total $28,284 · program services $23,581 · management and general $4,703

  • 24a · Other expenses: PROGRAM SUPPLIES

    total $129,431 · program services $129,419 · management and general $12

  • 24b · Other expenses: MISCELLANEOUS

    total $42,154 · program services $5,670 · management and general $36,484

  • 24c · Other expenses: BAD DEBT

    total $12,057 · program services $12,057

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,478,315 · end of year $1,719,606

  • 2 · Savings and temporary cash investments

    beginning of year $290,648 · end of year $612,738

  • 3 · Pledges and grants receivable

    beginning of year $1,695,841 · end of year $2,345,410

  • 4 · Accounts receivable

    beginning of year $154,726 · end of year $112,655

  • 9 · Prepaid expenses and deferred charges

    beginning of year $191,258 · end of year $198,233

  • 10a · Land, buildings and equipment: cost or other basis

    $148,230

  • 10b · Land, buildings and equipment: accumulated depreciation

    $148,230

  • 10c · Land, buildings and equipment, net

    beginning of year $1,444

  • 11 · Investments: publicly traded securities

    beginning of year $843,409 · end of year $901,737

  • 15 · Other assets

    beginning of year $8,963 · end of year $815,556

  • 17 · Accounts payable and accrued expenses

    beginning of year $564,483 · end of year $1,013,209

  • 25 · Other liabilities

    end of year $803,294

  • 27 · Net assets without donor restrictions

    beginning of year $4,100,121 · end of year $4,889,432

Mission and programs · 2023

Mission

IHR DEVELOPS A COMPREHENSIVE CONTINUUM OF CARE FOR FAMILIES, INDIVIDUALS, YOUTH, AND PREGNANT AND PARENTING WOMEN AFFECTED BY ALCOHOL, TOBACCO, AND OTHER DRUG USE, VIOLENCE/TRAUMA, MENTAL HEALTH CHALLENGES, AND OTHER HEALTH ISSUES WHILE WORKING TOWARDS HEALTH EQUITY AND SOCIAL JUSTICE. IHR'S WORK IS BASED ON ESTABLISHING COLLABORATIVE MODELS OF PRACTICE, INTEGRATING GENDER-RESPONSIVE, TRAUMA-INFORMED, RELATIONAL/CULTURAL MODELS OF PREVENTION, INTERVENTION, AND TREATMENT, FOSTERING FAMILY-CENTERED, STRENGTH-BASED APPROACHES, ADVANCING PRINCIPLES OF HEALTH EQUITY AND SOCIAL JUSTICE, AND PROMOTING EVIDENCE-BASED PRACTICES.

Activities or mission (Part I)

IHR WORKS TO DEVELOP A COMPREHENSIVE CONTINUUM OF TREATMENT FOR SUBSTANCE USE DISORDERS, MENTAL HEALTH, AND TRAUMA, FOR INDIVIDUALS AND FAMILIES THROUGHOUT THE COMMONWEALTH OF MASSACHUSETTS. IHR PROVIDES LICENSED AND ACCREDITED BEHAVIORAL HEALTH COUNSELING STATEWIDE AND ALSO PROVIDES TRAINING AND CAPACITY BUILDING FOR PROGRAMS.

  • PROGRAM AND SYSTEMS DEVELOPMENT: CONSULTATION TO STATE AGENCIES AND SUBSTANCE ABUSE TREATMENT PROGRAMS ON THE DEVELOPMENT AND COORDINATION OF SERVICES TO INDIVIDUALS AND FAMILIES IN RECOVERY, ESP. PREGNANT AND PARENTING WOMEN, HOMELESS INDIVIDUALS LIVING WITH HIV, INDIVIDUALS AFFECTED BY ABUSE, ADOLESCENTS IN NEED OF DRUG AWARENESS, WOMEN AFFECTED BY SUBSTANCE ABUSE WITH HISTORIES OF TRAUMA, AND INDIVIDUALS IN SUBSTANCE ABUSE TREATMENT AFFECTED BY TOBACCO USE. PROVIDES OUTPATIENT BEHAVIORAL HEALTH SERVICES IN HOMES, COMMUNITIES, AND OFFICE-BASED SUBSTANCE USE AND CO-OCCURRING DISORDER TREATMENT, WORK WITH FAMILIES, YOUTH AND YOUNG ADULTS TO ADDRESS SUBSTANCE USE DISORDERS AND INTEGRATE PARENTING, MENTAL HEALTH, AND TRAUMA COUNSELING INTO TREATMENT.

    Expenses $10,782,790 · Grants $1,553,737 · Revenue $8,294,070

  • IHR CURRENTLY ADMINISTERS FEDERAL PROJECTS TO IMPLEMENT TRAUMA-INFORMED SERVICES FOR FAMILIES AND CHILDREN INVOLVED WITH THE CHILD WELFARE SYSTEM, BUILDING PARENTAL RECOVERY, CONFIDENCE AND COMPETENCE. IHR ALSO ADMINISTERS FEDERALLY SUPPORTED PROJECTS TO SERVE PREGNANT AND PARENTING WOMEN STRUGGLING WITH DRUG AND ALCOHOL USE AND THEIR CHILDREN AND TO SERVE HOMELESS FAMILIES AFFECTED BY SUBSTANCE USE AND MENTAL ILLNESS AND TRAUMA.

    Expenses $384,571

  • TRAINING AND OUTREACH: CONSULTATION TO HEALTHCARE AND SOCIAL SERVICE PROVIDERS ON NUMEROUS ISSUES INCLUDING SUBSTANCE USE ABUSE, CO- OCCURRING DISORDERS/VIOLENCE, TRAUMA, PARENTING, GENDER-SPECIFIC TREATMENT, WOMEN AND HIV/AIDS, TRAUMA AND CHILDREN, CHILD WELFARE, AND TOBACCO CESSATION AND DESIGN AND IMPLEMENT INNNOVATIVE MODELS OF FAMILY-CENTERED, TRAUMA-INFORMED BEHAVIORAL HEALTH TREATMENT AND TRAININGS ON THESE MODELS.

    Expenses $19,344 · Revenue $54,350

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Katharine Thomas Former Ed

    EXECUTIVE DI

    Total calculated
    $170,301
    From this org
    $133,987
    From related orgs
    $0
    Other
    $36,314
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,987
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $36,314
    Filer's total
    $170,301

  • Matthew Roche

    DIRECTOR OF

    Total calculated
    $127,734
    From this org
    $116,818
    From related orgs
    $0
    Other
    $10,916
    Hours/week
    40

  • Annegret Klaua

    ASST. DIRECT

    Total calculated
    $117,226
    From this org
    $96,931
    From related orgs
    $0
    Other
    $20,295
    Hours/week
    40

  • Luis Sanchez

    DIRECTOR

    Total calculated
    $1,800
    From this org
    $1,800
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Gloretta Baynes

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Eliot Gelwan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mark Gottlieb

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Mary Harvey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Denise Pixley

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    1

  • Nancy Ryan

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • John Tocci

    CLERK

    Total calculated
    $0
    Hours/week
    1

  • Valerie Gold

    EXECUTIVE DI

    Total calculated
    $0
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202511339349308881

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