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A faith-based retirement community providing service & care to people of varying backgrounds.
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2024
Total Revenue
▼$30.4M
Program Spending
88%
of total expenses go to program services
Total Contributions
$487.5K
Total Expenses
▼$30.6M
Total Assets
$96.9M
Total Liabilities
▼$53.7M
Net Assets
$43.1M
Officer Compensation
→$551.7K
Other Salaries
$13.7M
Investment Income
$1.3M
Fundraising
▼N/A
Tax Year 2023 · Source: IRS Form 990, Schedule I (Grants and Other Assistance)
Total grants awarded: $5,323
| Recipient | Location | Amount | Type | Purpose |
|---|---|---|---|---|
HAVENWOOD-HERITAGE HEIGHTS TRUST FUND | CONCORD, NH | $5,323 | Cash | DESIGNATED FOR THE RESIDENT SUPPORT FUND, WHICH PROVIDES FINANCIAL ASSISTANCE TO COMMUNITY RESIDENTS WHO HAVE OUTLIVED THEIR FINANCIAL RESOURCES. |
| Total | $5,323 | |||
HAVENWOOD-HERITAGE HEIGHTS TRUST FUND
CONCORD, NH
$5,323
Source: USAspending.gov
No federal awards found for this organization.
USAspending.gov tracks federal grants, cooperative agreements, and other financial assistance. Not all nonprofits receive federal funding.
Source: Federal Audit Clearinghouse (fac.gov)
Total Audits
1
Clean Audits
1
Material Weakness
No
Noncompliance Issues
No
| Year | Status | Financial Report | Federal Expenditure | Low Risk | Accepted |
|---|---|---|---|---|---|
| 2021 | Clean | Unmodified (Clean) | $788.7K | No | 2022-09-27 |
Financial Report
Unmodified (Clean)
Federal Expenditure
$788.7K
Tax Year 2024 · Source: IRS e-Filed Form 990Schedule J available
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Not confirmed
No additional tax-exempt status records found in ReconForce's database.
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2024IRS e-File | $30.4M | $487.5K | $30.6M | $96.9M | $43.1M |
| 2023IRS e-File | $31.1M | $789.2K | $30.2M | $92.9M | $40.9M |
| 2022 | $28.7M | $1.1M | $28.7M | $90.3M | $37.7M |
| 2021 | $30.6M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
| Tax Year | Form Type | Source | Documents |
|---|---|---|---|
| 2024 | 990 | IRS e-File | PDF not yet published by IRSView Filing → |
| 2023 | 990 | DataIRS e-File | PDF not yet published by IRSView Filing → |
| 2022 | 990 | DataIRS e-File |
Financial data: IRS e-Filed Form 990 (Tax Year 2024)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2024)
Organization info: IRS Business Master File
| Total |
|---|
| Michael Palmieri | President/ceo | 40 | $327.5K | $0 | $48.8K | $376.3K |
| Tracy Judd | Vp/cfo | 40 | $168.9K | $0 | $6,546 | $175.4K |
| David Gill | Vice Chairperson | 1 | $0 | $0 | $0 | $0 |
| John Udaloy | Treasurer | 1 | $0 | $0 | $0 | $0 |
| Sean Skabo | Secretary | 1 | $0 | $0 | $0 | $0 |
| Beth Slepian | Past Secretary | 1 | $0 | $0 | $0 | $0 |
| Lisa Snow Wade | Chairperson | 1 | $0 | $0 | $0 | $0 |
Michael Palmieri
President/ceo
$376.3K
Hrs/Wk
40
Compensation
$327.5K
Related Orgs
$0
Other
$48.8K
Tracy Judd
Vp/cfo
$175.4K
Hrs/Wk
40
Compensation
$168.9K
Related Orgs
$0
Other
$6,546
David Gill
Vice Chairperson
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
John Udaloy
Treasurer
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Sean Skabo
Secretary
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Beth Slepian
Past Secretary
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Lisa Snow Wade
Chairperson
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Jane Poitras | VP Heritage Heights Housing | 40 | $134.7K | $0 | $39.7K | $174.3K |
| Linda M Sheehy | VP Hr Chro | 40 | $139.2K | $0 | $18.1K | $157.3K |
| Rosario Bowen | Rn | 40 | $149.6K | $0 | $7,311 |
Jane Poitras
VP Heritage Heights Housing
$174.3K
Hrs/Wk
40
Compensation
$134.7K
Related Orgs
$0
Other
$39.7K
Linda M Sheehy
VP Hr Chro
$157.3K
Hrs/Wk
40
Compensation
$139.2K
Related Orgs
$0
Other
$18.1K
Rosario Bowen
Rn
$156.9K
Hrs/Wk
40
Compensation
$149.6K
Related Orgs
$0
Other
$7,311
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Anna Marie Sparks | Director | 1 | $0 | $0 | $0 | $0 |
| Douglas S Hatfield Esq | Ex-officio Voting Member | 1 | $0 | $0 | $0 | $0 |
| Leo Van Beaver | Director | 1 | $0 | $0 | $0 | $0 |
| Rev Gordon Rankin | Ex-officio Voting Member | 1 | $0 | $0 | $0 | $0 |
Anna Marie Sparks
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Douglas S Hatfield Esq
Ex-officio Voting Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Leo Van Beaver
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
| $1.3M |
| $28.3M |
| $98.2M |
| $43.9M |
| 2020 | $26.8M | $1.7M | $28.4M | $89.9M | $34.4M |
| 2019 | $25.8M | $497.9K | $26.9M | $84.4M | $31.6M |
| 2018 | $26.2M | $754.4K | $26M | $79.2M | $26.2M |
| 2017 | $25.4M | $252K | $25.3M | $81.1M | $27.9M |
| 2016 | $25.3M | $168.6K | $24.9M | $76M | $23M |
| 2015 | $24.7M | $157.8K | $24.6M | $77.8M | $19.1M |
| 2014 | $24.2M | $181.2K | $23.5M | $78.8M | $20.4M |
| 2013 | $22.5M | $300.5K | $22.6M | $65.2M | $21.5M |
| 2012 | $24.2M | $1.4M | $22.1M | $58.5M | $17M |
| 2011 | $22.9M | $698.8K | $21.6M | $55.8M | $13.5M |
| 2021 | 990 | Data |
| 2020 | 990 | Data |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2006 | 990 | — |
| 2005 | 990 | — |
| 2004 | 990 | — |
| 2003 | 990 | — |
| 2002 | 990 | — |
| 2001 | 990 | — |
| $156.9K |
| Lisa Brissette | Lna | 40 | $136.9K | $0 | $14.9K | $151.8K |
| Fran F Stimpson | Rn | 40 | $131.9K | $0 | $5,544 | $137.5K |
Lisa Brissette
Lna
$151.8K
Hrs/Wk
40
Compensation
$136.9K
Related Orgs
$0
Other
$14.9K
Fran F Stimpson
Rn
$137.5K
Hrs/Wk
40
Compensation
$131.9K
Related Orgs
$0
Other
$5,544
Rev Gordon Rankin
Ex-officio Voting Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0