Nonprofit · EIN 04-6111877
INCOMPASS HUMAN SERVICES INC
Tax-exempt · CHELMSFORD, MA 01824
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $44,698,138 | $41,270,341 | $3,427,797 | $44,101,220 | $31,001,272 | $13,099,948 |
| June 30, 2024 | 990 | $36,635,371 | $36,234,483 | $400,888 | $33,188,980 | $23,210,299 | $9,978,681 |
| June 30, 2023 | 990 | $29,410,588 | $30,604,244 | -$1,193,656 | $31,477,446 | $22,162,177 | $9,315,269 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $33,377,907
- of which government grants
- $33,287,009
- Program service revenue
- $10,957,454
- Investment income
- $287,886
- Net gain from sales of assets
- $35,900
- Other revenue
- $74,891
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $580,030
- Other salaries and wages
- $23,747,627
- Salaries, compensation and benefits (total)
- $29,131,570
- Professional fundraising fees
- $0
- Legal fees
- $91,926
- Accounting fees
- $69,350
- Occupancy
- $2,494,205
- Depreciation
- $631,161
- Program services (functional)
- $36,471,989
- Management and general (functional)
- $4,798,352
Balance sheet and other
- Total assets, start of year
- $33,188,980
- Total assets, end of year
- $44,101,220
- Total liabilities, end of year
- $31,001,272
- Net assets, end of year
- $13,099,948
- Land, buildings and equipment
- $27,090,911
- Publicly traded securities
- $2,965,747
- Net assets without donor restrictions
- $13,099,948
- Gross receipts
- $45,437,628
- Employees
- 789
- Volunteers
- 150
- Year formed
- 1955
- State of legal domicile
- MA
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEAN PHELPS | CEO Officer | 40 | $272,175 | $41,618 |
| ADAM B SHUSTER | CFO Officer | 40 | $216,974 | $1,455 |
| DANIEL ESDALE | CHIEF MARKETING & COMM. OFFICER Highest-paid employee | 40 | $181,734 | $26,968 |
| REBECCA RAUSA | CHIEF HR OFFICER Highest-paid employee | 40 | $202,115 | $1,676 |
| ABRAM BLOOM | CHIEF STRATEGY & INNOVATION OFFICER Highest-paid employee | 40 | $112,976 | $13,897 |
| GILLIAN FELD | CHIEF OPERATING OFFICER Highest-paid employee | 40 | $101,185 | $25,649 |
| KARYN CAREY | PHYSICAL THERAPIST Highest-paid employee | 40 | $123,529 | $872 |
| BRAD MACDOUGALL | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| EMILY YOUNG | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| TOM ROGERS | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| STEVEN GEOFFROY | CLERK (UNTIL 10/24) Trustee or director, Officer | 1 | $0 | $0 |
| ROBERT ANCTIL | CLERK (AS OF 10/24) Trustee or director, Officer | 1 | $0 | $0 |
| TIM ALLEN | IMMEDIATE PAST CHAIR Trustee or director | 1 | $0 | $0 |
| JON SEWARD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KERRI DIXON | DIRECTOR Trustee or director | 1 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROLYN DUNN | DIRECTOR Trustee or director | 1 | $0 |
| VINCE GEROMINI | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEAN PHELPS | CEO Officer | 40 | $254,934 | $38,572 |
| ADAM B SHUSTER | CFO Officer | 40 | $204,991 | $1,424 |
| REBECCA RAUSA | CHIEF HR OFFICER Highest-paid employee | 40 | $189,985 | $1,647 |
| DANIEL ESDALE | CHIEF MARKETING & COMM. OF Highest-paid employee | 40 | $171,796 | $16,176 |
| KELLY TRICKETT | COO (UNTIL 3/2024) Highest-paid employee | 40 | $158,632 | $12,391 |
| KARYN CAREY | PHYSICAL THERAPIST Highest-paid employee | 40 | $121,257 | $910 |
| ABRAM M BLOOM | CHIEF STRAT. & INNOVATION OFF. Highest-paid employee | 32 | $107,078 | $11,870 |
| BRAD MACDOUGALL | V.CHAIR(TIL 10/23)/CHAIR(AS OF 10/23) Trustee or director, Officer | 1 | $0 | $0 |
| EMILY YOUNG | DIR. / V. CHAIR(AS OF 10/23) Trustee or director, Officer | 1 | $0 | $0 |
| TOM ROGERS | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| STEVEN GEOFFROY | CLERK Trustee or director, Officer | 1 | $0 | $0 |
| TIM ALLEN | CHAIR (UNTIL 10/23)/ IMM. PAST CHAIR Trustee or director | 1 | $0 | $0 |
| ROBERT ANCTIL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JON SEWARD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KERRI DIXON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CAROLYN DUNN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VINCE GEROMINI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARYBETH MASSIMINO | DIRECTOR (UNTIL 10/23) Trustee or director | 1 | $0 | $0 |
| STEVE HERTOG | DIRECTOR (UNTIL 1/24) Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEAN PHELPS | CEO Officer | 40 | $245,023 | $35,574 |
| ADAM B SHUSTER | CFO Officer | 40 | $192,141 | $1,337 |
| REBECCA RAUSA | CHIEF HR OFFICER Highest-paid employee | 40 | $180,385 | $1,644 |
| DANIEL ESDALE | CHIEF MARKETING & COMM. OFFICER Highest-paid employee | 40 | $173,112 | $8,361 |
| ALFRED FRUGOLI | COO (UNTIL 9/2022) Highest-paid employee | 40 | $132,975 | $1,014 |
| KARYN CAREY | PHYSICAL THERAPIST Highest-paid employee | 32 | $118,190 | $878 |
| GEORGE ASOMAING | DIRECT SUPPORT Highest-paid employee | 40 | $115,427 | $0 |
| TIM ALLEN | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| BRAD MACDOUGALL | VICE CHAIR Trustee or director | 1 | $0 | $0 |
| TOM ROGERS | TREASURER Trustee or director | 1 | $0 | $0 |
| STEVEN GEOFFROY | CLERK Trustee or director, Officer | 1 | $0 | $0 |
| ROBERT ANCTIL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEVE HERTOG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARYBETH MASSIMINO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JON SEWARD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EMILY YOUNG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MATTHEW KALIL | DIRECTOR (UNTIL 11/2022) Trustee or director, Officer | 1 | $0 | $0 |
| BRADY HOLDING | DIRECTOR (UNTIL 5/2023) Trustee or director | 1 | $0 | $0 |
| JOHN THIBEAULT | DIRECTOR (UNTIL 5/2023) Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4 OMNI WAY, CHELMSFORD, MA 01824-4141
- Principal officer (990 for 2024)
- JEAN PHELPS, 4 OMNI WAY, CHELMSFORD, MA 01824
- Signed the 990
- JEAN PHELPS, CEO
- Phone
- (978) 349-3000
- Website
- WWW.INCOMPASSHS.ORG
- Return prepared by
- AAFCPAS INC
Mission
TO PROVIDE RESIDENTIAL, RECREATIONAL AND HABILITATIONAL SERVICES TO DEVELOPMENTALLY DISABLED INDIVIDUALS.
Program accomplishments
- RESIDENTIAL GROUP HOMES - TWO OR MORE INDIVIDUALS LIVE IN HOMES SUPPORTED BY FULL-TIME STAFF. WHERE NECESSARY, THE HOMES ARE EQUIPPED WITH FEATURES TO MAKE THEM FULLY ACCESSIBLE SUCH AS RAMPS, RAILINGS AND ACCESSIBLE BATHROOMS. EACH RESIDENCE IS STAFFED BY A PROGRAM MANAGER AND DIRECT SUPPORT STAFF WHO ARE ALL TRAINED TO PROVIDE HIGH QUALITY, CARING SERVICES. STAFF ASSIST THE INDIVIDUALS TO LIVE THE FULLEST LIFE POSSIBLE BY TEACHING, SUPPORTING, AND ENCOURAGING EACH INDIVIDUAL BOTH PHYSICALLY AND EMOTIONALLY. CLIENTS SERVED DURING FISCAL YEAR 25: 120Expenses $21,561,463 · revenue $1,351,826
- DAY HABILITATION & COMMUNITY BASED DAY SUPPORTSDAY HABILITATION PROVIDES PEOPLE WITH DEVELOPMENTAL DISABILITIES WITH OPPORTUNITIES TO INCREASE AND ENCOURAGE THEIR INDEPENDENCE AND IMPROVE THEIR QUALITY OF LIFE. HABILITATION SERVICES ARE DIRECTED TOWARDS ACQUIRING, RETAINING, AND IMPROVING THE SELF-HELP, SOCIALIZATION, AND ADAPTIVE SKILLS NECESSARY FOR INDIVIDUALS TO SUCCEED IN THEIR HOME AND IN THE COMMUNITY. CLINICAL SUPPORTS ARE PROVIDED TO PEOPLE WITH VISION AND HEARING IMPAIRMENTS, PEOPLE WHO ARE AGING AND/OR MEDICALLY FRAGILE, AND PEOPLE WITH MENTAL HEALTH OR BEHAVIORAL CHALLENGES.COMMUNITY BASED DAY SUPPORTS - THROUGH MEANINGFUL SKILLS AND ACTIVITIES, THIS INTERACTIVE PROGRAM OFFERS INDIVIDUALIZED PROGRAMMING CHOICES FOR INDIVIDUALS INCLUDING FROM VOLUNTEERING IN THE COMMUNITY, GROUP SUPPORTED EMPLOYMENT, SPECIALIZED EMPLOYMENT SERVICES, CAREER SERVICES AND TURNING 22 SERVICES.CLIENTS SERVED IN FY25: 525Expenses $7,022,312 · revenue $6,170,148
- ADULT FAMILY CARE - CLINICAL AND FINANCIAL SUPPORTS ARE PROVIDED TO QUALIFYING CAREGIVERS OR FAMILY MEMBERS, ASSISTING THEM IN CARING FOR THE ELDERLY AND ADULTS WITH DEVELOPMENTAL DISABILITIES IN A HOME SETTING. CLIENTS SERVED IN FY25: 100Expenses $2,140,850 · revenue $2,123,233
- SHARED LIVING - IN THE SHARED LIVING RESIDENTIAL MODEL, ONE OR TWO INDIVIDUALS LIVE IN A NATURAL SETTING OF A HOME PROVIDER FAMILY. HERE, THEY CAN CONTINUE TO BE PART OF FAMILY LIFE, WHILE TAKING THE NEXT STEP TOWARDS INDEPENDENCE IN THEIR OWN LIVES.FAMILY SUPPORT - WE ARE A REFERRAL AND SUPPORT PROGRAM FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES. OUR EXPERIENCED SERVICE NAVIGATORS PROVIDE AND RECOMMEND THE APPROPRIATE RESOURCES THAT WILL IMPROVE THE QUALITY OF LIFE AND STABILITY WITHIN THE HOME AND COMMUNITY.Expenses $5,747,364 · revenue $1,387,138
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 04-6111877
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1959
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P820)
- Assets (IRS master file)
- $44,101,220
- Income (IRS master file)
- $45,437,628
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $44,698,138 | $41,270,341 | $44,101,220 | XML |
| 990 | June 2024 | $36,635,371 | $36,234,483 | $33,188,980 | XML |
| 990 | June 2023 | $29,410,588 | $30,604,244 | $31,477,446 | XML |
| 990 | June 2022 | $30,738,909 | $28,248,271 | $20,699,476 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 04-6111877).
Questions about INCOMPASS HUMAN SERVICES INC
- What is the EIN of INCOMPASS HUMAN SERVICES INC?
- The employer identification number (EIN) of INCOMPASS HUMAN SERVICES INC is 04-6111877.
- Is INCOMPASS HUMAN SERVICES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1959.
- Are donations to INCOMPASS HUMAN SERVICES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does INCOMPASS HUMAN SERVICES 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 INCOMPASS HUMAN SERVICES INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INCOMPASS HUMAN SERVICES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of INCOMPASS HUMAN SERVICES INC?
- The 990 for the year ended June 30, 2025 names JEAN PHELPS.
- Who are the officers and directors of INCOMPASS HUMAN SERVICES INC?
- The 990 for the year ended June 30, 2025 lists 17 people; 7 received compensation from the organization, the highest $272,175 (JEAN PHELPS, CEO).
- How much revenue does INCOMPASS HUMAN SERVICES INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $44,698,138, expenses of $41,270,341 and total assets of $44,101,220 at year end.
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