- Revenue 2024
- $91,198,068
- Expenses 2024
- $85,255,120
Program services were 91.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- Classification
- 1200
- Street
- 1 SOUTHSIDE RD
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
HEIDI ELLARD
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
DAVID WOONTON
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL FORASTE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JULIE CUMMINGS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
PATRICIA CUSACK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
STEPHEN DARR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
NICOLE DEVITA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MARIELA FERMIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
THOMAS GOULD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DAVID HENRY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CAROLINA TRUJILLO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CAROLE WEDGE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LOUIS DIFRONZO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MATTHEW LALONE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL TRIGILIO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
NATHANIEL BRYANT
DIRECTOR (UNTIL 1/25)
- Total calculated
- $0
- Hours/week
- 1
-
TODD WINICK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LAWRENCE ZABAR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BRITTE-ANNE MCBRIDE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JENNIFER HOLADAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MARK FISCHER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
NATHANIEL GRAVEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SHARI MUNRO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
DAN LOBDELL
DIRECTOR (AS OF 7/24)
- Total calculated
- $0
- Hours/week
- 1
-
JO ANN SIMONS
PRESIDENT/CEO
- Total calculated
- $622,520
- From this org
- $408,606
- From related orgs
- $0
- Other
- $213,914
- Hours/week
- 36 + 4 related
Schedule J breakdown matched by us
- Base
- $338,392
- Bonus
- $70,000
- Other
- $214
- Deferred
- $178,450
- Nontaxable benefits
- $35,464
- Filer's total
- $622,520
The first 25 listed. 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 — 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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $91,198,068
- Expenses
- $85,255,120
- Contributions
- $40,552,732
- Grants paid
- $0
-
2023
- Revenue
- $74,682,410
- Expenses
- $73,657,530
- Contributions
- $33,800,806
- Grants paid
- $145,730
-
2022
- Revenue
- $73,354,887
- Expenses
- $70,042,732
- Contributions
- $33,489,983
- Grants paid
- $91,063
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Grants made
-
NORTH SHORE HERITAGE ASSOCIATES
$145,730
2023 REAL ESTATE
-
NORTH SHORE HERITAGE ASSOCIATES
$91,063
2022 REAL ESTATE
Grants received
-
ESSEX COUNTY COMMUNITY FDN INC
$453,500
2023 HEALTH AND MENTAL HEALTH
-
2022 COMMUNITY FUND - GRANTS ARE PROVIDED TO DISABILITY-RELATED NONPROFIT ORGANIZATIONS THAT DIRECTLY SERVES PEOPLE OF ALL AGES WITH DISABILITIES LIVING IN MA AND/OR RI.
-
2023 COMMUNITY FUND - GRANTS ARE PROVIDED TO DISABILITY-RELATED NONPROFIT ORGANIZATIONS THAT DIRECTLY SERVES PEOPLE OF ALL AGES WITH DISABILITIES LIVING IN MA AND/OR RI.
-
2024 GENERAL SUPPORT
-
2022 For grant recipient's exempt purposes
-
2023 For grant recipient's exempt purposes
-
2024 For grant recipient's exempt purposes
-
2023 GENERAL SUPPORT
-
2022 GENERAL SUPPORT
-
2024 CHARITABLE CONTRIBUTIONS
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2024 return
-
NORTH SHORE HERITAGE ASSOCIATES INC
501(C)(3) · REAL ESTATE · MA · controlled entity
-
501(C)(3) · REAL ESTATE · MA · controlled entity
-
501(C)(3) · REAL ESTATE · MA · controlled entity
-
501(C)(3) · REAL ESTATE · MA · controlled entity
Declared as related by
-
On its 2024 return
-
On its 2024 return
-
On its 2024 return
-
NORTH SHORE HERITAGE ASSOCIATES INC
On its 2023 return
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 10 September 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.