2026-06-10T12:26:52-05:00 2025-09-30 042734675 DANIEL DENNIS & COMPANY LLP 990 WASHINGTON STREET STE 203 DEDHAM MA 02026 990 2024-10-01 042389332 ACTION INC ACTI 9782821000 180 MAIN STREET GLOUCESTER MA 01930 PEGGY HEGARTY-STECK CHIEF EXECUTIVE OFFICER 9782821000 2026-06-10 0 NICHOLAS METZ CPA P03484412 6172629898 2026-06-10 2024 2025-03-06 01:10:19Z PEGGY HEGARTY-STECK 180 MAIN STREET GLOUCESTER MA 01930 191411605 0 X WWW.ACTIONINC.ORG X 1967 MA THE MISSION OF ACTION INC. IS TO ADVANCE ECONOMIC EQUITY AND FOSTER A THRIVING COMMUNITY ON CAPE ANN AND BEYOND. OUR VISION IS TO BE AN INSTRUMENT OF CHANGE, WORK COLLABORATIVELY WITH PARTNERS TO STRENGTHEN THE COMMUNITY, AND HELP PEOPLE IN OUR SERVICE AREA ACCESS THE RESOURCES THEY NEED TO ACHIEVE THEIR GOALS. 17 17 131 906 0 0 11113314 11114668 172775309 179468338 153734 354784 264293 225503 184306650 191163293 0 0 0 0 8898607 10078683 0 0 365776 168949234 178001371 177847841 188080054 6458809 3083239 52638722 49491687 25354371 19124097 27284351 30367590 X THE MISSION OF ACTION INC. IS TO CREATE OPPORTUNITIES THAT PROMOTE A THRIVING CAPE ANN FOR ALL. 0 0 174757433 181506714 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. 4645356 4290948 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. 2057747 1775818 THE FUEL ASSISTANCE PROGRAM PROVIDES LOW-INCOME FAMILIES WITH ASSISTANCE TO PAY THEIR HEATING FUEL BILLS. THIS CRITICAL SERVICE KEEPS THOUSANDS OF FAMILIES WARM EACH WINTER, AND STAFF ARE AVAILABLE TO ASSIST CLIENTS WITH THE APPLICATION PROCESS. 2194050 2640176 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. 2194050 2640176 183654586 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 119 0 1 131 1 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 1 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 DIRECTOR 3.00 X 0 0 0 LINDA MURPHY DIRECTOR 3.00 X X 0 0 0 MARGARET DRISCOLL VICE CHAIR 3.00 X X 0 0 0 ANN CAMERON DIRECTOR 3.00 X 0 0 0 LINSAY TORRES BANKS DIRECTOR 3.00 X 0 0 0 COREEN HOWLAND DIRECTOR 3.00 X 0 0 0 ALEXANDER APARO DIRECTOR 3.00 X 0 0 0 ELISE SINAGRA DIRECTOR 3.00 X 0 0 0 MARCY PREGENT DIRECTOR 3.00 X X 0 0 0 CAROLE SHAROFF DIRECTOR 3.00 X 0 0 0 SALLY BERKOWITZ CHAIR 3.00 X X 0 0 0 MELINDA VINING DIRECTOR 3.00 X 0 0 0 JENNIFER ORLANDO SECRETARY 3.00 X 0 0 0 MAIUZA ALVES DIRECTOR 3.00 X 0 0 0 SARAH MCLANAHAN DIRECTOR 3.00 X 0 0 0 DANIEL BOONE TREASURER 3.00 X 0 0 0 MICHEA MCCAFFREY DIRECTOR 3.00 X 0 0 0 LINDA GIAMANCO DIRECTOR 3.00 X 0 0 0 PEGGY HEGARTY-STECK CHIEF EXECUTIVE OFFICER 35.00 X 225916 0 1151 JENNIFER BELOFF CHIEF PROGRAM OFFICER 35.00 X 167110 0 12774 JILLIAN CLUETT CHIEF FINANCIAL OFFICER/VP 35.00 X 154564 0 15292 ALLISON LEX CHIEF OPERATING OFFICER 35.00 X 142831 0 26119 ELLIOTT JACOBSON VP OF ENERGY SERVICES 35.00 X 212875 0 4753 BRIAN BEOTE DIRECTOR OF ENERGY EFFICIE 35.00 X 137484 0 15082 ERIN GEORGE DIRECTOR OF HOUSING SERVIC 35.00 X 126221 0 18507 BRENDAN P DELANEY DIRECTOR OF RESIDENTAL ENE 35.00 X 123007 0 5404 KRISTIN MACEK DIRECTOR OF ADVANCEMENT 35.00 X 108271 0 14083 1398279 0 113165 9 0 1 0 ACTION FOR BOSTON COMMUNITY DEVELOPMENT 178 TREMONT STREET BOSTON MA 02111 ENERGY PROGRAM SERVICES 37298920 HOME WORKS ENERGY INC 529 MAIN STREET SUITE 610 CHARLESTOWN MA 02129 ENERGY PROGRAM SERVICES 16041602 SELF HELP INC 45 PEARL STREET BROCKTON MA 02301 ENERGY PROGRAM SERVICES 12971681 WORCESTER COUNTY ACTION COUNCIL 18 CHESTNUT ST SUITE 500 WORCESTER MA 01608 ENERGY PROGRAM SERVICES 11728010 DIPEIETRO HOME ENERGY SOLUTIONS INC 32 MIDDLESEX STREET HAVERHILL MA 01835 ENERGY PROGRAM SERVICES 10155447 5 188639 10491805 434224 11114668 PROGRAM SERVICE REVENUE 900099 179468338 179468338 179468338 354784 354784 220302 195278 25024 25024 25024 0 188639 53034 -53034 -53034 PROGRAM RENTAL INCOME 532000 253513 253513 253513 191163293 179721851 0 326774 937504 937504 7245032 5837248 1197562 210222 1191256 886270 271928 33058 704891 508229 178159 18503 135177 130466 4711 861909 694723 138340 28846 88016 51173 33929 2914 194078 85114 76534 32430 634882 514542 118979 1361 215297 183516 30923 858 194856 48702 146154 584612 243916 340696 272307 119286 153021 PROGRAM OPERATIONS 169425871 169423236 2302 333 RENTAL ASSISTANCE 2742103 2742103 FUEL EXPENSE 1471856 1471856 OTHER 265303 184850 68511 11942 915104 529356 360439 25309 188080054 183654586 4059692 365776 8053929 2485396 79284 1120724 30116817 30589356 281527 423724 15765537 3424132 11469361 12341405 2637804 2531082 52638722 49491687 20272471 14171782 442001 442001 2502400 2536683 2137499 1973631 25354371 19124097 X 26438993 29598156 845358 769434 27284351 30367590 52638722 49491687 3083239 0 X 0 1 X 1 1 1 X 1182431 1044806 744742 407157 622863 4001999 1182431 1044806 744742 407157 622863 4001999 4001999 57227 44775 25325 153734 354784 635845 246960 248845 277380 386517 473815 1633517 6271361 0.63810 0.73200 X 800468 800468 2773948 1384116 1389832 10811753 1815165 8996588 1379368 224851 1154517 12341405 DUE FROM AFFILIATE 518267 DEPOSITS 82085 RIGHT OF USE ASSET - OPERATING LEASE 1930730 2531082 RIGHT OF USE LIABILITY - OPERATING LEASE 1973631 1973631 X 191582880 171275 171275 191411605 -248312 -248312 191163293 188540756 212390 212390 188328366 -248312 -248312 188080054 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 2022 THROUGH 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: AFFILIATE PORTION 171,275. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL ASSISTANCE -195,278. FUNDRAISING EVENT EXPENSE -53,034. PART XII, LINE 2D - OTHER ADJUSTMENTS: AFFILIATE PORTION 212,390. PART XII, LINE 4B - OTHER ADJUSTMENTS: RENTAL ASSISTANCE -195,278. FUNDRAISING EVENT EXPENSE -53,034. 60TH ANNIVERSARY CELEBRATION 188639 188639 77 28448 299 24210 188639 188639 77 28448 299 24210 53034 -53034 X 0 0 0 0 0 0 0 0 0 PEGGY HEGARTY-STECK CHIEF EXECUTIVE OFFICER 225916 0 0 0 0 0 0 0 1151 0 227067 0 0 0 ELLIOTT JACOBSON VP OF ENERGY SERVICES 212875 0 0 0 0 0 0 0 4753 0 217628 0 0 0 JENNIFER BELOFF CHIEF PROGRAM OFFICER 167110 0 0 0 0 0 0 0 12774 0 179884 0 0 0 JILLIAN CLUETT CHIEF FINANCIAL OFFICER/VP 154564 0 0 0 0 0 0 0 15292 0 169856 0 0 0 ALLISON LEX CHIEF OPERATING OFFICER 142831 0 0 0 0 0 0 0 26119 0 168950 0 0 0 BRIAN BEOTE DIRECTOR OF ENERGY EFFICIE 137484 0 0 0 0 0 0 0 15082 0 152566 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A CSBG ORGANIZATIONAL STANDARDS ALLOW FOR APPOINTMENT OF BOARD MEMBERS BY THE GROUP THAT THE SEAT REPRESENTS. 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 EACH AND EVERY BOARD MEMBER IS REQUIRED TO FILL OUT A CONFLICT OF INTEREST QUESTIONNAIRE ON AN ANNUAL BASIS. SHOULD A CONFLICT ARISE DURING THE YEAR, THE CHIEF EXECUTIVE OFFICER IS REQUIRED TO BE NOTIFIED. 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 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 HOME TOGETHER COMMUNITY HOUSING D 518267 ACTUAL COST HOME TOGETHER COMMUNITY HOUSING N 189882 ACTUAL COST HOME TOGETHER COMMUNITY HOUSING O 22508 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, 2025, $518,267 WAS DUE TO THE AGENCY FROM HTCHC.