Nonprofit · EIN 04-3086647
INSTITUTE FOR HEALTH AND RECOVERY INC
Tax-exempt · WATERTOWN, MA 02472
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $14,532,168 | $13,651,872 | $880,296 | $7,457,166 | $1,690,068 | $5,767,098 |
| June 30, 2024 | 990 | $13,217,932 | $12,450,573 | $767,359 | $6,705,935 | $1,816,503 | $4,889,432 |
| June 30, 2023 | 990 | $11,548,151 | $10,989,046 | $559,105 | $4,664,604 | $564,483 | $4,100,121 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $9,758,448
- of which government grants
- $7,939,506
- Program service revenue
- $4,722,851
- Investment income
- $25,426
- Royalties
- $17,608
- Other revenue
- $25,443
Expenses
- Grants and similar amounts paid
- $1,147,959
- Compensation of officers, directors and key employees
- $363,272
- Other salaries and wages
- $7,706,402
- Salaries, compensation and benefits (total)
- $10,633,355
- Professional fundraising fees
- $18,562
- Legal fees
- $18
- Accounting fees
- $117,082
- Occupancy
- $384,771
- Travel
- $173,105
- Program services (functional)
- $12,146,909
- Management and general (functional)
- $1,478,216
- Fundraising (functional)
- $26,747
Balance sheet and other
- Total assets, start of year
- $6,705,935
- Total assets, end of year
- $7,457,166
- Total liabilities, end of year
- $1,690,068
- Net assets, end of year
- $5,767,098
- Land, buildings and equipment
- $102,000
- Publicly traded securities
- $989,869
- Net assets without donor restrictions
- $5,767,098
- Gross receipts
- $14,532,168
- Employees
- 223
- Year formed
- 1991
- 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 |
|---|---|---|---|---|
| KATHERINE THOMAS | FRMR EXEC DI Officer | 40 | $139,482 | $35,918 |
| MATTHEW ROCHE | DIRECTOR OF Highest-paid employee | 40 | $145,137 | $14,593 |
| ANNEGRET KLAUA | ASST. DIRECT Officer | 40 | $118,011 | $22,746 |
| LAURA STERNBERGER | PROGRAM DIRE Highest-paid employee | 40 | $102,435 | $14,775 |
| LUIS SANCHEZ | DIRECTOR Trustee or director | 1 | $1,800 | $0 |
| GLORETTA BAYNES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ELIOT GELWAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARK GOTTLIEB | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| MARY HARVEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DENISE PIXLEY | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| NANCY RYAN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JOHN TOCCI | CLERK Trustee or director, Officer | 1 | $0 | $0 |
| VALERIE GOLD | EXECUTIVE DI Officer | 40 | $0 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHARINE THOMAS FORMER ED | EXECUTIVE DI Officer | 40 | $133,987 | $36,314 |
| MATTHEW ROCHE | DIRECTOR OF Highest-paid employee | 40 | $116,818 | $10,916 |
| ANNEGRET KLAUA | ASST. DIRECT Officer | 40 | $96,931 | $20,295 |
| LUIS SANCHEZ | DIRECTOR Trustee or director | 1 | $1,800 | $0 |
| GLORETTA BAYNES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ELIOT GELWAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARK GOTTLIEB | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| MARY HARVEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DENISE PIXLEY | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| NANCY RYAN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JOHN TOCCI | CLERK Trustee or director, Officer | 1 | $0 | $0 |
| VALERIE GOLD | EXECUTIVE DI Officer | 40 | $0 | $0 |
990 for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHARINE THOMAS | EXECUTIVE DI Officer | 40 | $129,458 | $33,428 |
| ANNEGRET KLAUA | ASST. DIRECT Officer | 40 | $82,631 | $19,186 |
| LUIS SANCHEZ | VICE PRESIDE Trustee or director, Officer | 1 | $1,900 | $0 |
| GLORETTA BAYNES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ELIOT GELWAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARK GOTTLIEB | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| MARY HARVEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NANCY RYAN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JOHN TOCCI | CLERK Trustee or director, Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 75 NORTH BEACON ST STE 2, WATERTOWN, MA 02472-2671
- In care of
- % NORMA B FINKELSTEIN
- Principal officer (990 for 2024)
- VALERIE GOLD, 75 NORTH BEACON STREET FLOOR 2, WATERTOWN, MA 02472
- Signed the 990
- VALERIE GOLD, EXECUTIVE DIRECTOR
- Phone
- (617) 661-3991
- Website
- WWW.HEALTHRECOVERY.ORG
- Return prepared by
- DAVISKELLY LLP
Mission
IHR DEVELOPS A COMPREHENSIVE CONTINUUM OF CARE FOR FAMILIES, INDIVIDUALS, YOUTH, AND PREGNANT AND PARENTING WOMEN AFFECTED BY ALCOHOL, TOBACCO, AND OTHER DRUG USE, VIOLENCE/TRAUMA, MENTAL HEALTH CHALLENGES, AND OTHER HEALTH ISSUES WHILE WORKING TOWARDS HEALTH EQUITY AND SOCIAL JUSTICE. IHR'S WORK IS BASED ON ESTABLISHING COLLABORATIVE MODELS OF PRACTICE, INTEGRATING GENDER-RESPONSIVE, TRAUMA-INFORMED, RELATIONAL/CULTURAL MODELS OF PREVENTION, INTERVENTION, AND TREATMENT, FOSTERING FAMILY-CENTERED, STRENGTH-BASED APPROACHES, ADVANCING PRINCIPLES OF HEALTH EQUITY AND SOCIAL JUSTICE, AND PROMOTING EVIDENCE-BASED PRACTICES.
Program accomplishments
- PROGRAM AND SYSTEMS DEVELOPMENT: CONSULTATION TO STATE AGENCIES AND SUBSTANCE ABUSE TREATMENT PROGRAMS ON THE DEVELOPMENT AND COORDINATION OF SERVICES TO INDIVIDUALS AND FAMILIES IN RECOVERY, ESP. PREGNANT AND PARENTING WOMEN, HOMELESS INDIVIDUALS LIVING WITH HIV, INDIVIDUALS AFFECTED BY ABUSE, ADOLESCENTS IN NEED OF DRUG AWARENESS, WOMEN AFFECTED BY SUBSTANCE ABUSE WITH HISTORIES OF TRAUMA, AND INDIVIDUALS IN SUBSTANCE ABUSE TREATMENT AFFECTED BY TOBACCO USE. PROVIDES OUTPATIENT BEHAVIORAL HEALTH SERVICES IN HOMES, COMMUNITIES, AND OFFICE-BASED SUBSTANCE USE AND CO-OCCURRING DISORDER TREATMENT, WORK WITH FAMILIES, YOUTH AND YOUNG ADULTS TO ADDRESS SUBSTANCE USE DISORDERS AND INTEGRATE PARENTING, MENTAL HEALTH, AND TRAUMA COUNSELING INTO TREATMENT.Expenses $10,952,803 · grants $1,147,959 · revenue $4,645,609
- IHR CURRENTLY ADMINISTERS FEDERAL PROJECTS TO IMPLEMENT TRAUMA-INFORMED SERVICES FOR FAMILIES AND CHILDREN INVOLVED WITH THE CHILD WELFARE SYSTEM, BUILDING PARENTAL RECOVERY, CONFIDENCE AND COMPETENCE. IHR ALSO ADMINISTERS FEDERALLY SUPPORTED PROJECTS TO SERVE PREGNANT AND PARENTING WOMEN STRUGGLING WITH DRUG AND ALCOHOL USE AND THEIR CHILDREN AND TO SERVE HOMELESS FAMILIES AFFECTED BY SUBSTANCE USE AND MENTAL ILLNESS AND TRAUMA.Expenses $1,119,935
- TRAINING AND OUTREACH: CONSULTATION TO HEALTHCARE AND SOCIAL SERVICE PROVIDERS ON NUMEROUS ISSUES INCLUDING SUBSTANCE USE ABUSE, CO- OCCURRING DISORDERS/VIOLENCE, TRAUMA, PARENTING, GENDER-SPECIFIC TREATMENT, WOMEN AND HIV/AIDS, TRAUMA AND CHILDREN, CHILD WELFARE, AND TOBACCO CESSATION AND DESIGN AND IMPLEMENT INNNOVATIVE MODELS OF FAMILY-CENTERED, TRAUMA-INFORMED BEHAVIORAL HEALTH TREATMENT AND TRAININGS ON THESE MODELS.Expenses $74,170 · revenue $77,242
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
- 04-3086647
- 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
- 1991
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mental health and crisis intervention (F22Z)
- Assets (IRS master file)
- $7,457,166
- Income (IRS master file)
- $14,532,168
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $14,532,168 | $13,651,872 | $7,457,166 | IRS |
| 990 | June 2024 | $13,217,932 | $12,450,573 | $6,705,935 | IRS |
| 990 | June 2023 | $11,548,151 | $10,989,046 | $4,664,604 | XML |
| 990 | June 2022 | $11,264,959 | $10,715,834 | $4,252,002 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 04-3086647).
Questions about INSTITUTE FOR HEALTH AND RECOVERY INC
- What is the EIN of INSTITUTE FOR HEALTH AND RECOVERY INC?
- The employer identification number (EIN) of INSTITUTE FOR HEALTH AND RECOVERY INC is 04-3086647.
- Is INSTITUTE FOR HEALTH AND RECOVERY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to INSTITUTE FOR HEALTH AND RECOVERY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does INSTITUTE FOR HEALTH AND RECOVERY 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 INSTITUTE FOR HEALTH AND RECOVERY 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 INSTITUTE FOR HEALTH AND RECOVERY 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 INSTITUTE FOR HEALTH AND RECOVERY INC?
- The 990 for the year ended June 30, 2025 names VALERIE GOLD.
- Who are the officers and directors of INSTITUTE FOR HEALTH AND RECOVERY INC?
- The 990 for the year ended June 30, 2025 lists 13 people; 5 received compensation from the organization, the highest $139,482 (KATHERINE THOMAS, FRMR EXEC DI).
- How much revenue does INSTITUTE FOR HEALTH AND RECOVERY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $14,532,168, expenses of $13,651,872 and total assets of $7,457,166 at year end.
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All nonprofits in WATERTOWN · Massachusetts · Mental health and crisis intervention