Nonprofit · EIN 04-3346330
NEW ENGLAND SOCIETY FOR HEALTHCARE STRATEGY
Also known as HEALTHCARE PLANNING AND MARKETINGN
Tax-exempt (reinstated) · HOLDEN, MA 01520
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $58,237 | $66,720 | -$8,483 | $13,198 | – | $13,198 |
| December 31, 2024 | 990-EZ | $64,791 | $60,758 | $4,033 | $21,680 | – | $21,680 |
| December 31, 2023 | 990-EZ | $22,285 | $51,494 | -$29,209 | $17,647 | – | $17,647 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Membership dues
- $20,997
- Program service revenue
- $37,240
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $1,445
- Other expenses
- $65,275
- Program services (functional)
- $62,198
Balance sheet and other
- Total assets, start of year
- $21,681
- Total assets, end of year
- $13,198
- Total liabilities, end of year
- –
- Net assets, end of year
- $13,198
- Cash, savings and investments
- $13,198
- Gross receipts
- $58,237
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-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JIM MAHAN | PRESIDENT | 0 | $0 |
| KATHLEEN NATALE | DIRECTOR | 0 | $0 |
| GLORIA PLOTTEL | DIRECTOR | 0 | $0 |
| EMILY LOPEZ | TREASURER | 0 | $0 |
| KATHLEEN PORTER | DIRECTOR | 0 | $0 |
| EMILY LOPEZ | DIRECTOR | 0 | $0 |
| LAMYA ARAFAT | DIRECTOR | 0 | $0 |
| SOPHIA BOLDUC | DIRECTOR | 0 | $0 |
| JULIE BRENNAN | DIRECTOR | 0 | $0 |
| DESIREA FALT | DIRECTOR | 0 | $0 |
| DIANE FEYRER | DIRECTOR | 0 | $0 |
| REGAN HENRY | DIRECTOR | 0 | $0 |
| ALLISON MCCARTHY | DIRECTOR | 0 | $0 |
| TARA MONTES | VICE TREASUR | 0 | $0 |
990-EZ for the year ended December 31, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JIM MAHAN | PRESIDENT | 0 | $0 |
| KATHLEEN NATALE | DIRECTOR | 0 | $0 |
| GLORIA PLOTTEL | DIRECTOR | 0 | $0 |
| CHRIS MANSFIELD | TREASURER | 0 | $0 |
| KATHLEEN PORTER | DIRECTOR | 0 | $0 |
| EMILY LOPEZ | DIRECTOR | 0 | $0 |
| LAMYA ARAFAT | DIRECTOR | 0 | $0 |
| SOPHIA BOLDUC | DIRECTOR | 0 | $0 |
| JULIE BRENNAN | DIRECTOR | 0 | $0 |
| DESIREA FALT | DIRECTOR | 0 | $0 |
| DIANE FEYRER | DIRECTOR | 0 | $0 |
| REGAN HENRY | DIRECTOR | 0 | $0 |
| ALLISON MCCARTHY | DIRECTOR | 0 | $0 |
| TARA MONTES | DIRECTOR | 0 | $0 |
990-EZ for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CLAUDIO CAPONE | DIRECTOR | 0 | $0 |
| EVAN DRESSEL | DIRECTOR | 0 | $0 |
| MICHELLE SONIA | DIRECTOR | 0 | $0 |
| KARL BANTY | DIRECTOR | 0 | $0 |
| JESSICA GELINAS | DIRECTOR | 0 | $0 |
| MEAGHAN HEUSLER | DIRECTOR | 0 | $0 |
| BETH ANN MAROOTIAN | DIRECTOR | 0 | $0 |
| BRIDGETTE CARRIER | DIRECTOR | 0 | $0 |
| CHRIS COUNCILOR | DIRECTOR | 0 | $0 |
| MARY LOURDES BURKE | DIRECTOR | 0 | $0 |
| JIM MAHAN | DIRECTOR | 0 | $0 |
| KATHLEEN NATALE | PRESIDENT | 0 | $0 |
| GLORIA PLOTTEL | DIRECTOR | 0 | $0 |
| CHRIS MANSFIELD | TREASURER | 0 | $0 |
| JANINE SANTIMAURO | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 16 CATALPA CIR, HOLDEN, MA 01520-1144
- In care of
- % LUCAS LADDEN
- Signed the 990-EZ
- JIM MAHAN, PRESIDENT
- Phone
- (781) 724-6118
- Return prepared by
- BRENNAN & BUSTIN PC
Mission
PROMOTE PROFESSIONAL DEVELOPMENT
Program accomplishments
- WINTER & FALL PROGRAMSExpenses $53,973
- WEBINARS & WEBSITEExpenses $8,225
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 04-3346330
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2015
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E03)
- Assets (IRS master file)
- $13,198
- Income (IRS master file)
- $58,237
Revocation and reinstatement
- Exemption revoked
- May 15, 2010
- Posted by the IRS
- October 7, 2011
- Reinstated
- Effective May 15, 2010
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $58,237 | $66,720 | $13,198 | XML |
| 990-EZ | December 2024 | $64,791 | $60,758 | $21,680 | XML |
| 990-EZ | December 2023 | $22,285 | $51,494 | $17,647 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 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 04-3346330).
Questions about NEW ENGLAND SOCIETY FOR HEALTHCARE STRATEGY
- What is the EIN of NEW ENGLAND SOCIETY FOR HEALTHCARE STRATEGY?
- The employer identification number (EIN) of NEW ENGLAND SOCIETY FOR HEALTHCARE STRATEGY is 04-3346330.
- Is NEW ENGLAND SOCIETY FOR HEALTHCARE STRATEGY tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2010 and reinstated it effective May 15, 2010.
- Are donations to NEW ENGLAND SOCIETY FOR HEALTHCARE STRATEGY tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NEW ENGLAND SOCIETY FOR HEALTHCARE STRATEGY 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 NEW ENGLAND SOCIETY FOR HEALTHCARE STRATEGY due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NEW ENGLAND SOCIETY FOR HEALTHCARE STRATEGY last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who are the officers and directors of NEW ENGLAND SOCIETY FOR HEALTHCARE STRATEGY?
- The 990-EZ for the year ended December 31, 2025 lists 14 people; 0 received compensation from the organization.
- How much revenue does NEW ENGLAND SOCIETY FOR HEALTHCARE STRATEGY have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $58,237, expenses of $66,720 and total assets of $13,198 at year end.
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