Nonprofit · EIN 04-2731397
UNION CONGREGATIONAL CHURCH HOMES PHASE II INC
Tax-exempt · WEYMOUTH, MA 02188
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,077,940 | $860,272 | $217,668 | $1,617,928 | $180,030 | $1,437,898 |
| December 31, 2024 | 990 | $1,181,778 | $858,317 | $323,461 | $2,623,958 | $1,403,728 | $1,220,230 |
| December 31, 2023 | 990 | $956,313 | $733,698 | $222,615 | $1,808,579 | $911,810 | $896,769 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $41,000
- Program service revenue
- $1,031,672
- Investment income
- $5,268
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $40,107
- Other salaries and wages
- $142,307
- Salaries, compensation and benefits (total)
- $208,611
- Professional fundraising fees
- $0
- Legal fees
- $10,388
- Accounting fees
- $41,983
- Occupancy
- $339,504
- Depreciation
- $84,409
- Program services (functional)
- $681,255
- Management and general (functional)
- $179,017
Balance sheet and other
- Total assets, start of year
- $2,623,958
- Total assets, end of year
- $1,617,928
- Total liabilities, end of year
- $180,030
- Net assets, end of year
- $1,437,898
- Land, buildings and equipment
- $1,092,033
- Net assets without donor restrictions
- $1,437,898
- Gross receipts
- $1,077,940
- Employees
- 6
- Volunteers
- 13
- 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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RONALD GATES | EXECUTIVE DIRECTOR Officer | 8.3 | $35,320 | $92,522 | $23,710 |
| JESSE LEE | FACILITIES MANAGER Highest-paid employee | 8.3 | $21,710 | $82,767 | $14,245 |
| CHRISTOPHER BERGSTEN | PRESIDENT (TO 1/25) Trustee or director, Officer | 0.4 | $0 | $0 | $0 |
| MICHAEL PEARSON | PRESIDENT (AS OF 1/25) Trustee or director, Officer | 0.4 | $0 | $0 | $0 |
| PAULA MORLEY | VICE PRESIDENT Trustee or director, Officer | 0.4 | $0 | $0 | $0 |
| RICHARD PEARSON | TREASURER Trustee or director, Officer | 0.4 | $0 | $0 | $0 |
| BETH DELGROSSO | CLERK (AS OF 1/25) Trustee or director, Officer | 0.4 | $0 | $0 | $0 |
| KATHIE GOODWIN | DIRECTOR Trustee or director | 0.4 | $0 | $0 | $0 |
| LORRIE DALY | DIRECTOR (AS OF 1/25) Trustee or director | 0.4 | $0 | $0 | $0 |
| GENE LANCASTER | DIRECTOR Trustee or director | 0.4 | $0 | $0 | $0 |
| REV RACHEL L V BICKFORD | DIRECTOR Trustee or director | 0.4 | $0 | $0 | $0 |
| PETER DALY | DIRECTOR Trustee or director | 0.4 | $0 | $0 | $0 |
| DAN SOUTH | DIRECTOR (AS OF 1/25) Trustee or director | 0.4 | $0 | $0 | $0 |
| LEE DEVEAU | DIRECTOR (TO 1/25) Trustee or director | 0.4 | $0 | $0 | $0 |
| WILLIAM JOHNSON | DIRECTOR Trustee or director | 0.4 | $0 | $0 | $0 |
990 for the year ended December 31, 2024: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RONALD GATES | EXECUTIVE DIRECTOR Officer | 8.3 | $33,320 | $86,934 | $18,937 |
| JESSE LEE | FACILITIES MANAGER Highest-paid employee | 8.3 | $20,959 | $86,848 | $12,513 |
| CHRISTOPHER BERGSTEN | PRESIDENT Trustee or director, Officer | 0.4 | $0 | $0 | $0 |
| PAULA MORLEY | VICE PRESIDENT Trustee or director, Officer | 0.4 | $0 | $0 | $0 |
| RICHARD PEARSON | TREASURER Trustee or director, Officer | 0.4 | $0 | $0 | $0 |
| MICHAEL PEARSON | CLERK Trustee or director, Officer | 0.4 | $0 | $0 | $0 |
| KATHIE GOODWIN | DIRECTOR Trustee or director | 0.4 | $0 | $0 | $0 |
| LINDA WING | DIRECTOR (TO 09/24) Trustee or director | 0.4 | $0 | $0 | $0 |
| GENE LANCASTER | DIRECTOR Trustee or director | 0.4 | $0 | $0 | $0 |
| REV RACHEL L V BICKFORD | DIRECTOR Trustee or director | 0.4 | $0 | $0 | $0 |
| PETER DALY | DIRECTOR Trustee or director | 0.4 | $0 | $0 | $0 |
| BETH DELGROSSO | DIRECTOR Trustee or director | 0.4 | $0 | $0 | $0 |
| LEE DEVEAU | DIRECTOR Trustee or director | 0.4 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RONALD GATES | EXECUTIVE DIRECTOR Officer | 8.3 | $31,132 | $86,023 | $25,521 |
| JESSE LEE | FACILITIES MANAGER Highest-paid employee | 8 | $19,753 | $80,961 | $12,741 |
| CHRISTOPHER BERGSTEN | PRESIDENT Trustee or director, Officer | 0.4 | $0 | $0 | $0 |
| PAULA MORLEY | VICE PRESIDENT Trustee or director, Officer | 0.4 | $0 | $0 | $0 |
| RICHARD PEARSON | TREASURER Trustee or director, Officer | 0.4 | $0 | $0 | $0 |
| MICHAEL PEARSON | CLERK Trustee or director, Officer | 0.4 | $0 | $0 | $0 |
| KATHIE GOODWIN | DIRECTOR Trustee or director | 0.4 | $0 | $0 | $0 |
| LINDA WING | DIRECTOR Trustee or director | 0.4 | $0 | $0 | $0 |
| GENE LANCASTER | DIRECTOR Trustee or director | 0.4 | $0 | $0 | $0 |
| REV RACHEL L V BICKFORD | DIRECTOR Trustee or director | 0.4 | $0 | $0 | $0 |
| PETER DALY | DIRECTOR Trustee or director | 0.4 | $0 | $0 | $0 |
| BETH DELGROSSO | DIRECTOR Trustee or director | 0.4 | $0 | $0 | $0 |
| LEE DEVEAU | DIRECTOR Trustee or director | 0.4 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 95 BROAD ST APT 1100, WEYMOUTH, MA 02188-2326
- Principal officer (990 for 2025)
- RONALD GATES, 95 BROAD STREET SUITE 1100, WEYMOUTH, MA 02188
- Signed the 990
- RONALD GATES, EXECUTIVE DIRECTOR
- Phone
- (781) 335-2667
- Return prepared by
- KAHN LITWIN RENZA & CO LTD
Mission
PROVIDE FOR 75 ELDERLY FAMILIES OR ELDERLY PERSONS, ON A NON-DISCRIMINATORY NON-PROFIT BASIS, RENTAL HOUSING AND RELATED FACILITIES AND SERVICES ESPECIALLY DESIGNED TO MEET THE PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS OF THE AGED, AND CONTRIBUTE TO THEIR HEALTH, SECURITY, HAPPINESS, AND USEFULNESS IN LONGER LIVING.
Program accomplishments
- UNION TOWERS II OPERATES A 75 UNIT LOW-INCOME ELDERLY HOUSING (HUD) PROJECT PROVIDING SAFE, SECURE AND DIGNIFIED QUALITY HOUSING WITH ON-SITE STAFF TO OBTAIN AND COORDINATE SUPPORT SERVICES.Expenses $681,255 · revenue $1,031,672
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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 04-2731397
- 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
- 1981
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22Z)
- Assets (IRS master file)
- $1,617,928
- Income (IRS master file)
- $1,077,940
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,077,940 | $860,272 | $1,617,928 | XML |
| 990 | December 2024 | $1,181,778 | $858,317 | $2,623,958 | IRS |
| 990 | December 2023 | $956,313 | $733,698 | $1,808,579 | XML |
| 990 | December 2022 | $907,716 | $743,206 | $1,752,678 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | 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 04-2731397).
Questions about UNION CONGREGATIONAL CHURCH HOMES PHASE II INC
- What is the EIN of UNION CONGREGATIONAL CHURCH HOMES PHASE II INC?
- The employer identification number (EIN) of UNION CONGREGATIONAL CHURCH HOMES PHASE II INC is 04-2731397.
- Is UNION CONGREGATIONAL CHURCH HOMES PHASE II INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to UNION CONGREGATIONAL CHURCH HOMES PHASE II INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNION CONGREGATIONAL CHURCH HOMES PHASE II 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 UNION CONGREGATIONAL CHURCH HOMES PHASE II INC 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 UNION CONGREGATIONAL CHURCH HOMES PHASE II INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of UNION CONGREGATIONAL CHURCH HOMES PHASE II INC?
- The 990 for the year ended December 31, 2025 names RONALD GATES.
- Who are the officers and directors of UNION CONGREGATIONAL CHURCH HOMES PHASE II INC?
- The 990 for the year ended December 31, 2025 lists 15 people; 2 received compensation from the organization, the highest $35,320 (RONALD GATES, EXECUTIVE DIRECTOR).
- How much revenue does UNION CONGREGATIONAL CHURCH HOMES PHASE II INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,077,940, expenses of $860,272 and total assets of $1,617,928 at year end.
Other nonprofits in WEYMOUTH
- HABITAT FOR HUMANITY INTERNATIONAL INC EIN 22-2701789 · last filed 990 for 2025
- WOMEN STEPPING INTO POWER INC EIN 33-4108478 · last filed 990-N for 2024
- SOUTH SHORE SUPPORT SERVICES INC EIN 04-3271188 · last filed 990 for 2025
- SOUTH SHORE STARS INC EIN 23-7097840 · last filed 990 for 2025
- UNION CONGREGATIONAL CHURCH HOMES INC EIN 23-7253740 · last filed 990 for 2025
- SOUTH SHORE CHRISTIAN ACADEMY EIN 04-3226161 · last filed 990 for 2023
- UNION TOWERS SENIOR CITIZENS INC EIN 04-2547773 · last filed 990 for 2025
- THE FRITSCH FOUNDATION INC EIN 47-3974944 · last filed 990-PF for 2025
All nonprofits in WEYMOUTH · Massachusetts · Housing and shelter