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Nonprofit · EIN 02-0280183

UNITED CHURCH OF CHRIST RETIREMENT COMMUNITY INC

Also known as HAVENWOOD HERITAGE HEIGHTS

Tax-exempt · CONCORD, NH 03301

Financials

$31.1M$30.2M2023$30.4M$30.6M2024
Revenue Expenses · by fiscal year end
Financials of UNITED CHURCH OF CHRIST RETIREMENT COMMUNITY INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$30,364,674$30,552,569-$187,895$96,850,286$53,710,928$43,139,358
December 31, 2023990$31,055,225$30,193,926$861,299$92,946,537$52,050,801$40,895,736
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$487,457
of which government grants
$37,118
Program service revenue
$28,538,436
Investment income
$1,338,781
Net gain from sales of assets
$891,708
Other revenue
$0

Expenses

Grants and similar amounts paid
$3,434
Compensation of officers, directors and key employees
$551,709
Other salaries and wages
$13,696,664
Salaries, compensation and benefits (total)
$18,792,347
Professional fundraising fees
$0
Legal fees
$32,772
Accounting fees
$50,484
Occupancy
$1,736,776
Travel
$9,782
Depreciation
$2,793,124
Program services (functional)
$26,868,153
Management and general (functional)
$3,638,648
Fundraising (functional)
$45,768

Balance sheet and other

Total assets, start of year
$92,946,537
Total assets, end of year
$96,850,286
Total liabilities, end of year
$53,710,928
Net assets, end of year
$43,139,358
Land, buildings and equipment
$41,830,987
Publicly traded securities
$17,516,222
Net assets without donor restrictions
$10,700,629
Net assets with donor restrictions
$32,438,729
Gross receipts
$51,746,473
Employees
393
Volunteers
120
Year formed
1966
State of legal domicile
NH

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
Michael PalmieriPresident/CEO
Trustee or director, Officer
40$327,476$48,803
Tracy JuddVP/CFO
Officer
40$168,884$6,546
Jane PoitrasVP Heritage Heights Housing
Highest-paid employee
40$134,663$39,680
Linda M SheehyVP HR CHRO
Highest-paid employee
40$139,237$18,076
Rosario BowenRN
Highest-paid employee
40$149,594$7,311
Lisa BrissetteLNA
Highest-paid employee
40$136,879$14,904
Fran F StimpsonRN
Highest-paid employee
40$131,916$5,544
Lisa Snow WadeChairperson
Trustee or director, Officer
1$0$0
David GillVice Chairperson
Trustee or director, Officer
1$0$0
John UdaloyTreasurer
Trustee or director, Officer
1$0$0
Douglas S Hatfield EsqEx-Officio Voting Member
Trustee or director
1$0$0
Rev Gordon RankinEx-Officio Voting Member
Trustee or director
1$0$0
Sean SkaboSecretary
Trustee or director, Officer
1$0$0
Anna Marie SparksDirector
Trustee or director
1$0$0
Leo Van BeaverDirector
Trustee or director
1$0$0
1 more people on this return
NameTitleHours / weekCompensation
Beth SlepianPast Secretary
Trustee or director, Officer
1$0
990 for the year ended December 31, 2023: 16 people
NameTitleHours / weekCompensationOther / benefits
MICHAEL A PALMIERIPRESIDENT/CEO, VOTING EX-OFFICIO
Trustee or director, Officer
40$337,899$44,619
TRACY J JUDDVP/CFO
Officer
40$164,099$6,178
JANE POITRASVP HH HOUSING
Highest-paid employee
40$131,459$36,954
SCOTT DANICODIRECTOR OF ANCILLARY SERVICES
Highest-paid employee
40$135,558$18,422
FRAN F STIMPSONREGISTERED NURSE
Highest-paid employee
40$145,344$5,545
LINDA SHEEHYVP HUMAN RESOURCES/CHRO
Highest-paid employee
40$133,351$16,310
ROSARIO BOWENRN
Highest-paid employee
40$123,932$5,926
LISA SNOW WADECHAIRPERSON
Trustee or director, Officer
1$0$0
DAVID GILLVICE CHAIRPERSON
Trustee or director, Officer
1$0$0
JOHN UDALOYTREASURER
Trustee or director, Officer
1$0$0
BETH SLEPIANSECRETARY
Trustee or director, Officer
1$0$0
DOUGLAS S HATFIELD ESQVOTING EX-OFFICIO
Trustee or director
1$0$0
REV GORDON RANKINVOTING EX-OFFICIO
Trustee or director
1$0$0
SEAN SKABODIRECTOR
Trustee or director
1$0$0
ANNA MARIE SPARKSDIRECTOR
Trustee or director
1$0$0
LEO VAN BEAVERDIRECTOR
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
33 CHRISTIAN AVE, CONCORD, NH 03301-6128
Principal officer (990 for 2024)
Michael Palmieri, 33 Christian Avenue, Concord, NH 03301
Signed the 990
Tracy Judd, VP/CFO
Phone
(603) 224-5363
Return prepared by
Berry Dunn McNeil & Parker LLC

Mission

See Schedule O.A faith-based not-for-profit retirement community, affiliated with the New Hampshire Conference of The United Church Of Christ, providing a continuum of services and long-term care, where people of varying backgrounds, 62 years and older, live together in an atmosphere of independence and dignity with a common bond of companionship and a sense of community.

990 for the year ended December 31, 2024

Program accomplishments

  • Housing programs and ancillary services: Continuing Care Retirement Community (CCRC) on two campuses serving 526 older adults. Services provided range from assisted living to skilled nursing home care to services for those who live independently. We are a CCRC enriched by the diversity of its members, living together in a spirit of mutual respect and acceptance. We offer services, facilities and programs that are meaningful, promote well-being, and meet the environmental, physical, emotional and spiritual needs of seniors age 62 and above. (Continued on Schedule O)An integral part of our faith-based mission is our charity care programs which provide financial support to those members who have outlived their financial resources through no fault of their own, thus affording them the opportunity to remain in the community regardless of their financial status.
    Expenses $26,868,153 · grants $3,434 · revenue $28,538,436

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
02-0280183
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Church
Exempt since
1964
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P750)
Assets (IRS master file)
$96,850,286
Income (IRS master file)
$51,746,473

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$30,364,674$30,552,569$96,850,286XML
990December 2023$31,055,225$30,193,926$92,946,537XML
990December 2022$28,664,153$28,679,307$90,284,015IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 02-0280183).

Questions about UNITED CHURCH OF CHRIST RETIREMENT COMMUNITY INC

What is the EIN of UNITED CHURCH OF CHRIST RETIREMENT COMMUNITY INC?
The employer identification number (EIN) of UNITED CHURCH OF CHRIST RETIREMENT COMMUNITY INC is 02-0280183.
Is UNITED CHURCH OF CHRIST RETIREMENT COMMUNITY INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
Which annual return does UNITED CHURCH OF CHRIST RETIREMENT COMMUNITY INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of UNITED CHURCH OF CHRIST RETIREMENT COMMUNITY INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UNITED CHURCH OF CHRIST RETIREMENT COMMUNITY INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of UNITED CHURCH OF CHRIST RETIREMENT COMMUNITY INC?
The 990 for the year ended December 31, 2024 names Michael Palmieri.
Who are the officers and directors of UNITED CHURCH OF CHRIST RETIREMENT COMMUNITY INC?
The 990 for the year ended December 31, 2024 lists 16 people; 7 received compensation from the organization, the highest $327,476 (Michael Palmieri, President/CEO).
How much revenue does UNITED CHURCH OF CHRIST RETIREMENT COMMUNITY INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $30,364,674, expenses of $30,552,569 and total assets of $96,850,286 at year end.

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