Nonprofit · EIN 04-2716090
NORTH HILL NEEDHAM INC
Tax-exempt · NEEDHAM, MA 02492
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $57,153,415 | $56,446,772 | $706,643 | $269,716,796 | $312,210,793 | -$42,493,997 |
| March 31, 2024 | 990 | $51,032,089 | $55,199,321 | -$4,167,232 | $261,567,649 | $305,470,803 | -$43,903,154 |
| March 31, 2023 | 990 | $47,522,022 | $50,375,968 | -$2,853,946 | $250,849,770 | $301,206,132 | -$50,356,362 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $13,125
- Program service revenue
- $52,251,568
- Investment income
- $4,390,394
- Net rental income
- $101,364
- Net gain from sales of assets
- $2,498,425
- Net income from sales of inventory
- $4,723
- Other revenue
- $498,328
Expenses
- Grants and similar amounts paid
- $65,749
- Compensation of officers, directors and key employees
- $2,219,983
- Other salaries and wages
- $19,854,937
- Salaries, compensation and benefits (total)
- $26,914,189
- Professional fundraising fees
- $0
- Legal fees
- $224,051
- Accounting fees
- $112,328
- Occupancy
- $3,307,966
- Travel
- $69,764
- Depreciation
- $9,331,701
- Program services (functional)
- $40,239,727
- Management and general (functional)
- $16,207,045
Balance sheet and other
- Total assets, start of year
- $261,567,649
- Total assets, end of year
- $269,716,796
- Total liabilities, end of year
- $312,210,793
- Net assets, end of year
- -$42,493,997
- Land, buildings and equipment
- $129,572,511
- Publicly traded securities
- $86,974,248
- Net assets without donor restrictions
- -$42,493,997
- Gross unrelated business income
- $19,028
- Gross receipts
- $66,123,205
- Employees
- 557
- Volunteers
- 19
- Year formed
- 1979
- 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 March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOSEPH A FRIAS | PRESIDENT & CEO Officer | 36 | $346,927 | $39,065 |
| PATTY CUSACK | SALES AND MARKETING DIRECTOR Key employee | 40 | $301,699 | $19,404 |
| RUTH KENNEDY | SENIOR SALES ASSOCIATE Highest-paid employee | 40 | $227,161 | $16,332 |
| TARA JONES | SALES ASSOCIATE Highest-paid employee | 40 | $210,458 | $29,035 |
| SUSAN DOWNEY | VP OF HEALTHCARE AND CORP COMPLIANCE Key employee | 36 | $195,712 | $34,626 |
| CARLOS ANDRES BONILLA-TEJADA | SNF ADMINISTRATOR (UNTIL 02/25) Former | 40 | $187,442 | $15,185 |
| BETHANY MERCER | DIRECTOR OF OPERATIONS Key employee | 40 | $190,020 | $8,730 |
| PATRICIA PAULIN | TREASURER Officer | 39 | $178,715 | $17,134 |
| MILIND MAHATME | DIRECTOR OF SYSTEMS AND TECHNOLOGY Key employee | 40 | $187,084 | $7,202 |
| HARRY GOODALE | DIRECTOR OF FACILITIES (UNTIL 01/25) Former | 40 | $176,422 | $15,661 |
| KARALYN BERE | VP OF FINANCE Officer | 38 | $178,021 | $10,964 |
| LINDA MCCONCHIE | MAKRETING MANAGER Highest-paid employee | 40 | $158,349 | $13,699 |
| DANA FINIZIO | DIRECTOR OF HUMAN RESOURCES Highest-paid employee | 30 | $150,005 | $8,516 |
| LAURETTE JOSEPH | RN SUPERVISOR Highest-paid employee | 40 | $142,585 | $14,292 |
| MICHELLE HOULIHAN | CLERK/EXECUTIVE ASSISTANT Officer | 39 | $90,823 | $13,796 |
20 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN MELLACE | CHAIR Trustee or director, Officer | 1 | $0 |
| TINA VASCONCELLES | TRUSTEE Trustee or director | 1 | $0 |
| KEVIN T GRIMES | TRUSTEE Trustee or director | 1 | $0 |
| RUSSELL CORSINI JR | TRUSTEE Trustee or director | 1 | $0 |
| SARAH CREED SCHMIDT | TRUSTEE Trustee or director | 1 | $0 |
| RICHARD DAVIS | TRUSTEE Trustee or director | 1 | $0 |
| PAUL GRAZEWSKI | TRUSTEE (UNTIL 11/24) Trustee or director | 1 | $0 |
| MAURICE HANDEL | TRUSTEE (UNTIL 01/25) Trustee or director | 1 | $0 |
| DAVID HANSEN | TRUSTEE Trustee or director | 1 | $0 |
| NANCY HOFFMANN CPA | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| FRANCIS NEMIA | TRUSTEE Trustee or director | 1 | $0 |
| JULIA RAGLAND MD | TRUSTEE Trustee or director | 1 | $0 |
| AMY J REICH WEIL | TRUSTEE Trustee or director | 1 | $0 |
| HOWARD RUBIN | TRUSTEE Trustee or director | 1 | $0 |
| PAUL WANTANABE | TRUSTEE Trustee or director | 1 | $0 |
| PETER PINGITORE | TRUSTEE Trustee or director | 1 | $0 |
| WALTER ARMSTRONG | TRUSTEE (UNTIL 12/24) Trustee or director | 1 | $0 |
| GIG BABSON | TRUSTEE (UNTIL 4/24) Trustee or director | 1 | $0 |
| SAVA BERHANE | TRUSTEE (UNTIL 4/25) Trustee or director | 1 | $0 |
| SUSAN BARTH | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended March 31, 2024: 35 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TED OWENS | PRESIDENT & CEO (UNTIL 07/23) Officer | 37 | $185,089 | $99,428 | $12,819 |
| JOSEPH FRIAS | PRESIDENT & CEO Officer | 36 | $232,287 | $0 | $34,551 |
| PATTY CUSACK | SALES AND MARKETING DIRECTOR Key employee | 40 | $230,561 | $0 | $18,915 |
| SUSAN DOWNEY | DIR. HEALTHCARE & CORPORATE COMPLIANCE Key employee | 36 | $171,816 | $0 | $31,031 |
| ALICE ROSE | CHIEF OF CLINICAL SERVICES (Until 12/23) Key employee | 37 | $134,480 | $44,850 | $13,517 |
| HARRY GOODALE | DIRECTOR OF FACILITIES Key employee | 40 | $167,590 | $0 | $16,708 |
| RUTH KENNEDY | SENIOR SALES ASSOCIATE Highest-paid employee | 40 | $164,932 | $0 | $14,469 |
| PATRICIA PAULIN | TREASURER Officer | 39 | $116,035 | $42,617 | $16,742 |
| BETHANY MERCER | DIR. IL OPERATIONS & CORP. CAPITAL Key employee | 40 | $165,430 | $0 | $4,680 |
| CARLOS Andres BONILLA-TEJADA | SNF ADMINISTRATOR Highest-paid employee | 40 | $142,342 | $0 | $7,095 |
| KARALYN BERE | DIRECTOR OF FINANCE Highest-paid employee | 40 | $136,636 | $0 | $10,479 |
| DANA FINIZIO | DIRECTOR OF HUMAN RESOURCES Highest-paid employee | 40 | $136,466 | $0 | $8,213 |
| EDNY PASCAL | RN SUPERVISOR Highest-paid employee | 40 | $138,993 | $0 | $5,360 |
| PETER ROCKETT | CFO (UNTIL 05/23) Officer | 36 | $69,426 | $63,243 | $10,036 |
| MICHELLE HOULIHAN | CLERK/EXECUTIVE ASSISTANT Officer | 39 | $64,053 | $24,416 | $13,272 |
| NANCY HOFFMANN CPA | Vice Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SUSAN MELLACE | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| AMY J REICH WEIL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAVID HANSEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| FRANCIS NEMIA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GEORGE PETERMAN | TRUSTEE (until 04/23) Trustee or director | 1 | $0 | $0 | $0 |
| GIG BABSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HOWARD RUBIN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JULIA RAGLAND MD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KEVIN T GRIMES | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MAURICE HANDEL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PAUL GRAZEWSKI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PAUL WANTANABE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD DAVIS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RUSSELL CORSINI JR | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SARAH CREED SCHMIDT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SAVA BERHANE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SUZANNE BARTH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TINA VASCONCELLES | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| WALTER ARMSTRONG | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended March 31, 2023: 30 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TED OWENS | PRESIDENT & CEO (UNTIL 7/27/23) Officer | 21 | $0 | $401,561 | $18,311 |
| JOSEPH FRIAS | EXECUTIVE DIRECTOR Key employee | 40 | $179,629 | $0 | $31,863 |
| PATTY CUSACK | SALES AND MARKETING DIRECTOR Highest-paid employee | 40 | $192,249 | $0 | $17,926 |
| ALICE ROSE | CHIEF OF CLINICAL SERVICES Highest-paid employee | 32 | $0 | $162,718 | $11,377 |
| HAROLD GOODALE | DIRECTOR OF FACILITIES Highest-paid employee | 40 | $157,453 | $0 | $16,424 |
| PATRICIA PAULIN | TREASURER Officer | 36 | $0 | $149,727 | $16,393 |
| DIANE BUCKLEY | DIRECTOR OF RESIDENT CARE Highest-paid employee | 40 | $144,120 | $0 | $4,126 |
| RUTH KENNEDY | SENIOR SALES ASSOCIATE Highest-paid employee | 40 | $135,017 | $0 | $13,167 |
| MICHELLE HOULIHAN | CLERK/EXECUTIVE ASSISTANT Officer | 36 | $0 | $85,833 | $12,713 |
| KEVIN T GRIMES | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SUSAN MELLACE | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TINA VASCONCELLES | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| WALTER ARMSTRONG | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GIG BABSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SAVA BERHANE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RUSSELL CORSINI JR | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SARAH CREED SCHMIDT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD DAVIS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PAUL GRAZEWSKI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MAURICE HANDEL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAVID HANSEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| NANCY HOFFMANN CPA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| FRANCIS NEMIA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| WANDA MCCLAIN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GEORGE PETERMAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JULIA RAGLAND MD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| AMY J REICH WEIL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HOWARD RUBIN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PAUL WANTANABE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| EDWIN REILLY | TRUSTEE (UNTIL 4/11/22) Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 865 CENTRAL AVENUE, NEEDHAM, MA 02492-1316
- In care of
- % MARIE SMITH
- Principal officer (990 for 2024)
- JOSEPH A FRIAS, 865 CENTRAL AVENUE, NEEDHAM, MA 02492
- Signed the 990
- JOSEPH A FRIAS, PRESIDENT AND CEO
- Phone
- (781) 444-9910
- Website
- WWW.NORTHHILL.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
NORTH HILL NEEDHAM, INC. IS A MISSION-DRIVEN ORGANIZATION THAT PROVIDES HOUSING AND HEALTHCARE SERVICES TO THE ELDERLY, AND TAKES CARE OF ITS RESIDENTS FOR LIFE EVEN WHEN THEIR FINANCIAL RESOURCES ARE DEPLETED.
Program accomplishments
- NORTH HILL NEEDHAM, INC. IS A 501(C)(3) TAX-EXEMPT CONTINUING CARE RETIREMENT COMMUNITY GOVERNED BY A BOARD OF TRUSTEES COMPRISED OF CITIZENS FROM SURROUNDING LOCAL COMMUNITIES. NORTH HILL NEEDHAM, INC. BEGAN ITS TRADITION OF LEADERSHIP IN 1984 OFFERING NEW SENIOR LIVING OPPORTUNITIES AND INTRODUCING LIFECARE TO MASSACHUSETTS. NORTH HILL NEEDHAM, INC. OPERATES A LIFECARE RETIREMENT COMMUNITY WHICH INCLUDES 320 APARTMENTS, 44 ENHANCED INDEPENDENT LIVING APARTMENTS, AND A 72-BED SKILLED NURSING FACILITY. OVER THE YEARS, NORTH HILL NEEDHAM, INC. HAS INNOVATED WAYS TO ENHANCE THE LIVES OF PEOPLE 65 AND OLDER. "PURPOSEFUL LIVING" IS THE HEART OF THE TRUE NORTH SPIRIT. IT IS BOTH A PHILOSOPHY AND APPROACH TO LIFE, DESIGNED TO ENRICH THE WELL-BEING OF EACH PERSON WHO LIVES AND WORKS AT NORTH HILL NEEDHAM, INC. NORTH HILL NEEDHAM, INC. CONNECTS ITS RESIDENTS WITH AN ABUNDANCE OF OPPORTUNITIES ON AND AROUND ITS CAMPUS. RESIDENTS CAN TAKE CLASSES AT A NEARBY UNIVERSITY OR TAKE IN THE EXTRAORDINARY CULTURAL OFFERINGS OF BOSTON. THEY CAN STRENGTHEN THEIR MINDS THROUGH BOOK CLUBS, ART CLASSES AND LECTURES AND STRENGTHEN THEIR BODIES IN THE INDOOR POOL OR BY JOINING THE OUTDOOR WALKING CLUB. NORTH HILL NEEDHAM, INC. PROVIDES THE PEACE OF MIND OF LIFECARE AND A 90% REFUNDABLE ENTRANCE FEE - TWO FIRSTS FOR THE STATE OF MASSACHUSETTS. THE 90% REFUNDABLE ENTRANCE FEE KEEPS NORTH HILL NEEDHAM, INC.'S LIFESTYLE AND SERVICES AFFORDABLE FOR THOSE IN THE WELLESLEY/NEEDHAM COMMUNITY AND KEEPS PRICING STABLE FOR THE LEVEL OF CARE PROVIDED. SINCE 2010, NORTH HILL NEEDHAM, INC. HAS OFFERED THREE TYPES OF CONTRACTS: THE FLAGSHIP 90% REFUNDABLE WITH LIFECARE, DECLINING BALANCE WITH LIFECARE AND 90% REFUNDABLE WITHOUT LIFECARE.Expenses $40,239,727 · grants $65,749 · revenue $52,251,568
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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 04-2716090
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1983
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P750)
- Assets (IRS master file)
- $269,716,796
- Income (IRS master file)
- $66,123,205
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $57,153,415 | $56,446,772 | $269,716,796 | XML |
| 990-T | March 2025 | – | – | – | IRS |
| 990 | March 2024 | $51,032,089 | $55,199,321 | $261,567,649 | XML |
| 990 | March 2023 | $47,522,022 | $50,375,968 | $250,849,770 | XML |
| 990 | March 2022 | $46,801,004 | $44,840,321 | $218,215,357 | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990 | March 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 04-2716090).
Questions about NORTH HILL NEEDHAM INC
- What is the EIN of NORTH HILL NEEDHAM INC?
- The employer identification number (EIN) of NORTH HILL NEEDHAM INC is 04-2716090.
- Is NORTH HILL NEEDHAM INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to NORTH HILL NEEDHAM INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NORTH HILL NEEDHAM 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 NORTH HILL NEEDHAM INC due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NORTH HILL NEEDHAM INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of NORTH HILL NEEDHAM INC?
- The 990 for the year ended March 31, 2025 names JOSEPH A FRIAS.
- Who are the officers and directors of NORTH HILL NEEDHAM INC?
- The 990 for the year ended March 31, 2025 lists 35 people; 15 received compensation from the organization, the highest $346,927 (JOSEPH A FRIAS, PRESIDENT & CEO).
- How much revenue does NORTH HILL NEEDHAM INC have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $57,153,415, expenses of $56,446,772 and total assets of $269,716,796 at year end.
Other nonprofits in NEEDHAM
- HOPE AND COMFORT INC EIN 45-1329518 · last filed 990 for 2024
- THE BOSTON FOUNDATION FOR SIGHT EIN 04-3150037 · last filed 990 for 2025
- ALLIANCE FOR CHILDREN INC EIN 04-2566630 · last filed 990 for 2025
- JCAM CHARITABLE FOUNDATION INC EIN 87-0764027 · last filed 990 for 2025
- MITCHELL SCHOOL PARENT TEACHER COUNCIL TRUST EIN 04-3407432 · last filed 990-PF for 2025
- WEBSTER STREET II INC EIN 04-3264960 · last filed 990 for 2025
- CONNECTED FOR LIFE INC EIN 81-1415511 · last filed 990-EZ for 2025
- ANAWIN FUND EIN 99-5046889 · last filed 990-EZ for 2025