2025-03-24T17:05:10-04:00 2024-06-30 043233496 ROLAND P LAMBALOT PC 184 PLEASANT VALLEY ST 205 METHUEN MA 018445855 990 2023-07-01 043406670 ESSEX NATIONAL HERITAGE COMMISSION INC ESSE 9787400444 10 FEDERAL STREET SUITE 12 SALEM MA 01970 ANGELA IPPOLITO PRESIDENT 9787400444 2025-02-19 true false ROLAND LAMBALOT P00085340 9786910050 2025-03-24 2023 2025-03-06 01:10:19Z ANGELA IPPOLITO 366 PURITAN RD SWAMPSCOTT MA 01907 1059431 false X WWW.ESSEXHERITAGE.ORG X 1997 MA THE ORGANIZATION WORKS TO PRESERVE, INTERPRET, AND EDUCATE THE PUBLIC ABOUT THE RESOURCES OF THE ESSEX NATIONAL HERITAGE AREA BY PROVIDING GRANTS, PLANNING FOR CULTURAL AND NATURAL RESOURCE INTERPRETATION, OPERATING EDUCATIONAL PROGRAMS INCLUDING SOME THROUGH THE SALEM AND SAUGUS NATIONAL HISTORIC SITES, AND PROMOTING THE ESSEX NATIONAL HERITAGE AREA IDENTITY AND THEMES THROUGH THE DEVELOPMENT OF AN INTEGRATED MARKETING AND COMMUNICATIONS PROGRAM. IT IS ENGAGED IN PUBLIC-PRIVATE PARTNERSHIPS THAT ASSIST THE NPS, LOCAL GOVERNMENTS, NON-PROFIT ORGANIZATIONS, AND OTHERS IN CARRYING OUT THE PROGRAMS THAT RECOGNIZE THE IMPORTANCE OF RESOURCES WITHIN THE REGION. 16 16 40 560 0 1101882 887508 0 3425 40764 157388 131159 1262695 1059431 39000 37250 0 768894 766940 0 89497 470581 585461 1278475 1389651 -15780 -330220 2486406 2124356 152519 120689 2333887 2003667 X THE ORGANIZATION WORKS TO PRESERVE, INTERPRET, AND EDUCATE THE PUBLIC ABOUT THE RESOURCES OF THE ESSEX NATIONAL HERITAGE AREA BY PROVIDING GRANTS, PLANNING FOR CULTURAL AND NATURAL RESOURCE INTERPRETATION, OPERATING EDUCATIONAL PROGRAMS INCLUDING SOME THROUGH THE SALEM AND SAUGUS NATIONAL HISTORIC SITES, AND PROMOTING THE ESSEX NATIONAL HERITAGE AREA IDENTITY AND THEMES THROUGH THE DEVELOPMENT OF AN INTEGRATED MARKETING AND COMMUNICATIONS PROGRAM. IT IS ENGAGED IN PUBLIC-PRIVATE PARTNERSHIPS THAT ASSIST THE NPS, LOCAL GOVERNMENTS, NON-PROFIT ORGANIZATIONS, AND OTHERS IN CARRYING OUT THE PROGRAMS THAT RECOGNIZE THE IMPORTANCE OF RESOURCES WITHIN THE REGION. false false 990735 37250 763173 THE ORGANIZATION PROMOTES REGIONAL SUSTAINABILITY THROUGH EDUCATIONAL PROGRAMMING AND EVENTS. THE ANNUAL ESSEX HERITAGE TRAILS & SAILS EVENTS SERIES IS HELD COOPERATIVELY WITH MORE THAN 100 PARTNERING NON-PROFITS TO RECOGNIZE AND CELEBRATE THE REGION'S RICH HISTORIC, CULTURAL AND NATURAL RESOURCES. THE "PARK FOR EVERY CLASSROOM" PROGRAM HAS BECOME A NATIONAL MODEL FOR PLACE BASED ECDCUCATION AND COMMUNITY SERVICE IN GRADES K-12.THE ESSEX HERITAGE FUTURE LEADERS PROGRAM TRAINS YOUTH TO APPRECIATE AND SUPPORT THE REGION'S HERITAGE FOR THE BENEFIT OF ALL WHO LIVE, WORK AND VISIT THE AREA. 990735 true true false false false false false false false false true false false false false true true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 9 0 40 true false false false false false false false false false false false false false false X 16 16 false false false false false false false true true false false true true true true true true true true false MA X ANNIE C HARRIS 9787400444 10 FEDERAL STREET SUITE 12 SALEM MA 01970 ANNIE C HARRIS CEO 35.00 X 134419 0 7750 NATE BRYANT TRUSTEE 0.50 X 0 0 0 JASON CONSALVO CLERK 1.00 X X 0 0 0 PATRICK DELULIS TRUSTEE 0.50 X 0 0 0 TYLER DUFOUR TRUSTEE 0.50 X 0 0 0 JOSEPH GELLER VICE-PRESIDE 1.00 X X 0 0 0 SUSAN GOGANIAN TRUSTEE 0.50 X 0 0 0 STEVEN IMMERMAN TRUSTEE 0.50 X 0 0 0 ANGELA IPPOLITO PRESIDENT 1.00 X X 0 0 0 CAROLE MCCAULEY TRUSTEE 0.50 X 0 0 0 JAMES MUSE TREASURER 1.00 X X 0 0 0 DAVID READ PAST PRESIDE 1.00 X X 0 0 0 REBECCA OLDFIELD SMITH TRUSTEE 0.50 X 0 0 0 LAURA SWANSON TRUSTEE 0.50 X 0 0 0 JOHN THOMPSON TRUSTEE 0.50 X 0 0 0 DONEECA THURSTON-CHAVEZ TRUSTEE 0.50 X 0 0 0 ARTHUR VEASEY TRUSTEE 0.50 X 0 0 0 134419 7750 1 false false false 763173 124335 887508 40764 40764 PROGRAMS 78773 78773 BAKERS ISLAND TOURS 52386 52386 131159 1059431 171923 37250 37250 673580 460961 133748 78871 13875 8532 3289 2054 23668 17642 3550 2476 55817 38158 11563 6096 61458 61458 20424 20424 27142 27142 24457 24457 37447 33702 3745 16788 16788 3808 3808 37368 37368 11273 11273 BAKERS ISLAND 209124 209124 PROGRAMS 127574 127574 TELEPHONE 6184 6184 MISCELLANEOUS 2414 2414 1389651 990735 309419 89497 565399 1227895 887697 259625 167630 19114 23642 1111738 440077 658326 671661 36378 59867 33528 2486406 2124356 112909 110619 2280 10070 37330 152519 120689 X 1752496 1690132 581391 313535 2333887 2003667 2486406 2124356 -330220 X false true X true false X 1531461 1206472 409230 1101882 887508 5136553 1531461 1206472 409230 1101882 887508 5136553 5136553 17262 13182 5272 3425 40764 79905 118498 25396 98883 165638 408415 5624873 612229 0.91320 0.89590 X PART II, LINE 10 408,415 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 350000 350000 400000 132778 267222 14585 14585 296450 290179 6271 623493 X 1059431 1059431 1059431 1389651 1389651 1389651 SCHEDULE D, PAGE 3, PART X THE ORGANIZATION RECOGNIZES AND MEASURES ITS UNRECOGNIZED TAX POSITIONS IN ACCORDANCE WITH FASB 740, INCOME TAXES. UNDER THAT GUIDANCE, THE ORGANIZATION ASSESSES THE LIKELIHOOD, BASED ON THEIR TECHNICAL MERIT, THAT TAX POSITIONS WILL BE SUSTAINED UPON EXAMINATION BASED ON THE FACTS, CIRCUMSTANCES AND INFORMATION AVAILABLE AT THE END OF EACH PERIOD. THE MEASUREMENT OF UNRECOGNIZED TAX POSITIONS IS ADJUSTED WHEN NEW INFORMATION BECOMES AVAILABLE, OR WHEN AN EVEN OCCURS THAT REQUIRES A CHANGE. THE ORGANIZATION HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES ASSOCIATED WITH UNRECOGNIZED TAX POSITIONS, IF IDENTIFIED, ARE CLASSIFIED AS ADDITIONAL INCOME TAXES IN THE STATEMENT OF ACTIVITIES. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS IN PROGRESS. THE ORGANIZATION BELIEVES THAT IT IS NO LONGER SUBJECT TO TAX EXAMINATION PRIOR TO 2021. FORM 990 - ORGANIZATION'S MISSION THE ORGANIZATION WORKS TO PRESERVE, INTERPRET, AND EDUCATE THE PUBLIC ABOUT THE RESOURCES OF THE ESSEX NATIONAL HERITAGE AREA BY PROVIDING GRANTS, PLANNING FOR CULTURAL AND NATURAL RESOURCE INTERPRETATION, OPERATING EDUCATIONAL PROGRAMS INCLUDING SOME THROUGH THE SALEM AND SAUGUS NATIONAL HISTORIC SITES, AND PROMOTING THE ESSEX NATIONAL HERITAGE AREA IDENTITY AND THEMES THROUGH THE DEVELOPMENT OF AN INTEGRATED MARKETING AND COMMUNICATIONS PROGRAM. IT IS ENGAGED IN PUBLIC-PRIVATE PARTNERSHIPS THAT ASSIST THE NPS, LOCAL GOVERNMENTS, NON-PROFIT ORGANIZATIONS, AND OTHERS IN CARRYING OUT THE PROGRAMS THAT RECOGNIZE THE IMPORTANCE OF RESOURCES WITHIN THE REGION. FORM 990, PAGE 6, PART VI, LINE 11B INITIAL REVIEW WAS PERFORMED BY THE CEO AND THE FINANCE MANAGER. ADDITIONAL REVIEW WAS CONDUCTED BY THE AUDIT COMMITTEE PRIOR TO SIGNING THE RETURN FORM 990, PAGE 6, PART VI, LINE 12C THE POLICY COVERS OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES.ALL MEMBERS OF THE GOVERNING BODY AND KEY EMPLOYEES. AN ANNUAL QUESTIONNAIRE IS GIVEN TO EACH COVERED PERSON AND KEPT ON FILE AT THE OFFICE. TO DATE THERE HAVE BEEN NO SUCH CONFLICTS. FORM 990, PAGE 6, PART VI, LINE 15A A COMPENSATION COMMITTEE IS CONVENED AND USES COMPARABLE DATA FROM OTHER NATIONAL HERITAGE AREAS TO DETERMINE THE COMPENSATION OF THE EXECUTIVE DIRECTOR. THE COMMITTEE MEETS ANNUALLY. FORM 990, PAGE 6, PART VI, LINE 15B A COMPENSATION COMMITTEE IS CONVENED AND USES COMPARABLE DATA FROM OTHER NATIONAL HERITAGE AREAS TO DETERMINE THE COMPENSATION OF THE EXECUTIVE DIRECTOR. THE COMMITTEE MEETS ANNUALLY. FORM 990, PAGE 6, PART VI, LINE 19 DOCUMENTS MAY BE AVAILABLE UPON REQUEST