2024-03-04T16:51:47-06:00 2023-09-30 042734675 DANIEL DENNIS & COMPANY LLP 990 WASHINGTON STREET STE 203 DEDHAM MA 02026 990 2022-10-01 042389332 ACTION INC ACTI 9782821000 180 MAIN STREET GLOUCESTER MA 01930 PEGGY HEGARTY-STECK CHIEF EXECUTIVE OFFICER 9782821000 2024-03-01 PEGGY HEGARTY-STECK 999009999 0 ANDREW BACIGALUPO CPA P01797572 6172629898 2024-03-01 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PEGGY HEGARTY-STECK 180 MAIN STREET GLOUCESTER MA 01930 111180947 0 X WWW.ACTIONINC.ORG X 1967 MA THE MISSION OF ACTION INC. IS TO CREATE OPPORTUNITIES THAT PROMOTE A THRIVING CAPE ANN FOR ALL. 16 16 109 0 1956 0 1044806 744742 78607411 110125959 44775 25325 179419 192130 79876411 111088156 0 0 0 0 6196230 7839340 0 0 153149 72903675 101076480 79099905 108915820 776506 2172336 25227649 28610243 6574443 7784701 18653206 20825542 X THE MISSION OF ACTION INC. IS TO CREATE OPPORTUNITIES THAT PROMOTE A THRIVING CAPE ANN FOR ALL. 0 0 98302074 103214554 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. 3417676 3521047 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. 2244721 2244721 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. 2127672 1335811 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. 2127672 1335811 106092143 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 180 0 1 109 1 1 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MA X X JILLIAN CLUETT 9782821000 180 MAIN STREET GLOUCESTER MA 01930 ROGER LESCH TREASURER 3.00 X X 0 0 0 LINDA MURPHY VICE CHAIR 3.00 X X 0 0 0 MARGARET DRISCOLL DIRECTOR 3.00 X 0 0 0 GRETCHEN WOOD DIRECTOR 3.00 X 0 0 0 FERNANDO DESOUZA DIRECTOR 3.00 X 0 0 0 COREEN HOWLAND DIRECTOR 3.00 X 0 0 0 LINDA GIAMANCO CHAIR 3.00 X X 0 0 0 ELISE SINAGRA DIRECTOR 3.00 X 0 0 0 MARCY PREGENT DIRECTOR 3.00 X 0 0 0 CAROLE SHAROFF DIRECTOR 3.00 X 0 0 0 SALLY BERKOWITZ SECRETARY 3.00 X 0 0 0 TROY SULLIVAN DIRECTOR 3.00 X 0 0 0 JENNIFER ORLANDO DIRECTOR 3.00 X 0 0 0 REV KARIN WADE DIRECTOR 3.00 X 0 0 0 HEIDI JACKSON DEAN DIRECTOR 3.00 X 0 0 0 SHEILA TAYLOR DIRECTOR 3.00 X 0 0 0 PEGGY HEGARTY-STECK CHIEF EXECUTIVE OFFICER 35.00 X 207871 0 1739 ELLIOTT JACOBSON DIRECTOR 35.00 X 212853 0 1174 JENNIFER BELOFF CHIEF PROGRAM OFFICER 35.00 X 132242 0 12016 KENNETH KUDYM CHIEF FINANCIAL OFFICER/VP OF FINANCE 35.00 X 139029 0 11446 ALLISON LEX CHIEF OPERATING OFFICER 35.00 X 105328 0 21350 MARIE SANVITI DIRECTOR OF ENERGY 35.00 X 105453 0 16625 902776 0 64350 6 0 1 0 BREEN AND SULLIVAN 7 HEALY CT DANVERS MA 01923 6373841 COMPLETE COMFORT SYSTEMS 230 ESSEX STREET HAVERHILL MA 01832 3847860 COMMUNITY ENERGY SERVICES 92 FAUNCE CORNER RD DARTMOUTH MA 02747 3615713 DANIEL'S ELECTRIC 895 SALEM ST 2A GROVELAND MA 01834 2296769 PARADIGM PARTNERS 2 RICHDALE AVE SOMERVILLE MA 02145 2195084 5 744742 744742 PROGRAM SERVICE REVENUE 900099 110125959 110125959 110125959 25325 25325 94747 92791 1956 1956 1956 PROGRAM RENTAL INCOME 532000 182633 182633 OTHER 900099 7541 7541 190174 111088156 110316133 1956 25325 862929 862929 5481240 4820633 548058 112549 1036982 825459 195445 16078 458189 348631 100952 8606 19920 19920 72901 23578 49323 131877 77462 48341 6074 38212 14697 23515 240514 195307 43872 1335 216836 169180 47656 142782 134612 8110 60 22842 22842 228142 164347 63795 136782 58510 78272 PROGRAM OPERATIONS 93561838 93561838 FUEL EXPENSE 2244721 2244721 RENTAL ASSISTANCE 2095866 2095866 DIRECT CARE CONSULTANTS 480529 373990 106539 1442718 960470 473801 8447 108915820 106092143 2670528 153149 33814 1881563 2608775 240980 18087053 21080072 1415 244688 7354740 2728283 4123683 4626457 372909 536483 25227649 28610243 5940119 7142842 499084 482274 131644 154486 3596 5099 6574443 7784701 X 17683927 19887031 969279 938511 18653206 20825542 25227649 28610243 2172336 0 X 0 1 X 1 1 1 X 761356 1389429 1182431 1044806 744742 5122764 761356 1389429 1182431 1044806 744742 5122764 5122764 111038 100958 57227 44775 25325 339323 198074 203954 246960 248845 277380 1175213 6637300 0.77180 0.78150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 410270 410270 1909215 884891 1024324 3903091 1371850 2531241 745029 451129 293900 387135 20413 366722 4626457 SECURITY DEPOSITS 5099 5099 X 111237227 56280 56280 111180947 -92791 -92791 111088156 109109186 100575 100575 109008611 -92791 -92791 108915820 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. X 0 0 0 0 0 0 0 0 0 ELLIOTT JACOBSON DIRECTOR 212853 0 0 0 0 0 0 0 1174 0 214027 0 0 0 PEGGY HEGARTY-STECK CHIEF EXECUTIVE OFFICER 207871 0 0 0 0 0 0 0 1739 0 209610 0 0 0 KENNETH KUDYM CHIEF FINANCIAL OFFICER/VP OF FINANC 139029 0 0 0 0 0 0 0 11446 0 150475 0 0 0 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 HOME TOGETHER COMMUNITY HOUSING 180 MAIN STREET GLOUCESTER MA 01930 454461663 HOUSING MA 501C3 7 ACTION INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 HOME TOGETHER COMMUNITY HOUSING P 389918 ACTUAL COST SCHEDULE R - GROUP EXEMPTION RELATIONSHIPS 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.