Nonprofit · EIN 04-3197935
TWELVE STEP EDUCATION PROGRAM OF NEW ENGLAND INC
Tax-exempt (reinstated) · BILLERICA, MA 01821
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $792,428 | $809,794 | -$17,366 | $150,162 | $255,719 | -$105,557 |
| June 30, 2024 | 990 | $772,636 | $821,186 | -$48,550 | $234,088 | $258,439 | -$24,351 |
| June 30, 2023 | 990 | $769,039 | $849,772 | -$80,733 | $266,567 | $242,368 | $24,199 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $792,340
- Investment income
- $0
- Other revenue
- $88
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $109,400
- Salaries, compensation and benefits (total)
- $129,108
- Professional fundraising fees
- $0
- Accounting fees
- $36,000
- Occupancy
- $450,270
- Travel
- $10,850
- Depreciation
- $31,455
- Program services (functional)
- $809,794
Balance sheet and other
- Total assets, start of year
- $234,088
- Total assets, end of year
- $150,162
- Total liabilities, end of year
- $255,719
- Net assets, end of year
- -$105,557
- Land, buildings and equipment
- $137,922
- Net assets without donor restrictions
- -$105,557
- Gross receipts
- $792,428
- Employees
- 3
- Volunteers
- 4
- Year formed
- 1993
- 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 |
|---|---|---|---|
| Phil Malonson | Executive Director Trustee or director, Officer, Key employee | 10 | $0 |
| Chris Bradley | President Trustee or director, Officer | 1 | $0 |
| Marcia Hunt | Clerk Trustee or director, Officer | 1 | $0 |
| Charles Casella | Member Trustee or director | 1 | $0 |
| Anne Murray | Member Trustee or director | 1 | $0 |
| Jamie Sheldon | Member Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Phil Malonson | Executive Director Trustee or director, Officer, Key employee | 40 | $0 |
| Alan Flagg | Clerk Trustee or director, Key employee | 1 | $0 |
| Donald Morse | Member Trustee or director | 1 | $0 |
| Chris Bradley | President Trustee or director, Officer | 1 | $0 |
| Peg Scoble Sigele | Member Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Phil Malonson | Executive Director Trustee or director, Officer, Key employee | 40 | $0 |
| Lauren Malcolm | President Trustee or director, Officer | 1 | $0 |
| Alan Flagg | Clerk Trustee or director, Officer | 1 | $0 |
| Shannon Daly | Member Trustee or director, Officer | 1 | $0 |
| Donald Morse | Member Trustee or director, Officer | 1 | $0 |
| Chris Bradley | Member Trustee or director | 1 | $0 |
| Peg Scoble Sigele | Member Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 317 BOSTON RD, BILLERICA, MA 01821-0000
- Principal officer (990 for 2024)
- PHIL MALONSON, 317 Boston Road, Billerica, MA 01862
- Signed the 990
- Phil Malonson, Executive Director
- Phone
- (978) 670-2429
- Website
- www.sober-recovery.org
Mission
TWELVE STEP PROVIDES HOUSING, SERVICES, EDUCATION AND SOME COUNSELING TO RECOVERING ALCOHOLICS AND DRUG ABUSERS, AS WELL AS THEIR FAMILIES. DURING FISCAL YEAR 2025, TWELVE STEP PROVIDED 101 BEDS PER MONTH FOR INDIVIDUAL'S CONTINUED REHABILITATION. THESE SERVICES WERE PROVIDED IN 2 LOCATIONS THROUGHOUT MASSACHUSETTS FOR THE ENTIRE FISCAL YEAR
Program accomplishments
- TWELVE STEP PROVIDES HOUSING, SERVICES, EDUCATION AND SOME COUNSELING TO RECOVERING ALCOHOLICS AND DRUG ABUSERS, AS WELL AS THEIR FAMILIES. DURING FISCAL YEAR 2024, TWELVE STEP PROVIDED APPROXIMATELY 100 BEDS PER MONTH FOR INDIVIDUAL'S CONTINUED REHABILITATION. THESE SERVICES WERE PROVIDED IN 2 LOCATIONS THROUGHOUT MASSACHUSETTS FOR THE ENTIRE FISCAL YEARExpenses $809,794 · revenue $792,428
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
- 04-3197935
- 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
- 2022
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $150,162
- Income (IRS master file)
- $792,428
Revocation and reinstatement
- Exemption revoked
- November 15, 2021
- Posted by the IRS
- March 14, 2022
- Reinstated
- Effective November 15, 2021
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 | June 2025 | $792,428 | $809,794 | $150,162 | IRS |
| 990 | June 2024 | $772,636 | $821,186 | $234,088 | IRS |
| 990 | June 2023 | $769,039 | $849,772 | $266,567 | XML |
| 990 | June 2022 | $585,859 | $694,123 | $236,879 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 04-3197935).
Questions about TWELVE STEP EDUCATION PROGRAM OF NEW ENGLAND INC
- What is the EIN of TWELVE STEP EDUCATION PROGRAM OF NEW ENGLAND INC?
- The employer identification number (EIN) of TWELVE STEP EDUCATION PROGRAM OF NEW ENGLAND INC is 04-3197935.
- Is TWELVE STEP EDUCATION PROGRAM OF NEW ENGLAND INC tax-exempt?
- Yes. The IRS revoked its exemption on November 15, 2021 and reinstated it effective November 15, 2021.
- Are donations to TWELVE STEP EDUCATION PROGRAM OF NEW ENGLAND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does TWELVE STEP EDUCATION PROGRAM OF NEW ENGLAND 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 TWELVE STEP EDUCATION PROGRAM OF NEW ENGLAND 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 TWELVE STEP EDUCATION PROGRAM OF NEW ENGLAND 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 TWELVE STEP EDUCATION PROGRAM OF NEW ENGLAND INC?
- The 990 for the year ended June 30, 2025 names PHIL MALONSON.
- Who are the officers and directors of TWELVE STEP EDUCATION PROGRAM OF NEW ENGLAND INC?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does TWELVE STEP EDUCATION PROGRAM OF NEW ENGLAND INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $792,428, expenses of $809,794 and total assets of $150,162 at year end.
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