Nonprofit · EIN 04-3407816
ESSEX COUNTY COMMUNITY FDN INC
Tax-exempt · BEVERLY, MA 01915
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $24,689,727 | $18,354,822 | $6,334,905 | $150,520,110 | $28,469,314 | $122,050,796 |
| June 30, 2024 | 990 | $17,567,331 | $20,111,539 | -$2,544,208 | $134,350,244 | $26,189,121 | $108,161,123 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $19,338,087
- of which government grants
- $281,380
- Program service revenue
- $0
- Investment income
- $5,223,671
- Net gain from sales of assets
- $1,459,828
- Net income from fundraising events
- $127,969
- Other revenue
- $127,969
Expenses
- Grants and similar amounts paid
- $14,415,399
- Compensation of officers, directors and key employees
- $413,711
- Other salaries and wages
- $1,376,669
- Salaries, compensation and benefits (total)
- $2,091,549
- Professional fundraising fees
- $0
- Legal fees
- $329
- Accounting fees
- $43,809
- Occupancy
- $97,669
- Travel
- $285,255
- Depreciation
- $14,792
- Program services (functional)
- $15,631,725
- Management and general (functional)
- $1,743,524
- Fundraising (functional)
- $979,573
Balance sheet and other
- Total assets, start of year
- $134,350,244
- Total assets, end of year
- $150,520,110
- Total liabilities, end of year
- $28,469,314
- Net assets, end of year
- $122,050,796
- Land, buildings and equipment
- $120,552
- Publicly traded securities
- $147,780,249
- Net assets without donor restrictions
- $113,196,430
- Net assets with donor restrictions
- $8,854,366
- Gross receipts
- $41,663,035
- Employees
- 19
- Volunteers
- 96
- Year formed
- 1998
- 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 |
|---|---|---|---|---|
| STRATTON C LLOYD | PRESIDENT & CEO (AS OF 7/2024) Officer | 40 | $193,256 | $21,307 |
| STACEY LANDRY | SVP ADVANCEMENT, PHILANTHROPIC SERVICES Highest-paid employee | 40 | $129,595 | $20,343 |
| CAROL SCHUSTER | VP COMMUNITY ENGAGEMENT Highest-paid employee | 40 | $116,953 | $18,894 |
| J BRITTON HUTCHINS | CFO Officer | 32 | $114,597 | $19,007 |
| M ELIZABETH FRANCIS | PRESIDENT AND CEO (UNTIL 6/24) Officer | 40 | $115,394 | $9,425 |
| RICHARD SUMBERG | CHAIRMAN OF THE BOARD Trustee or director, Officer | 2 | $0 | $0 |
| ROBERT GORE | CHAIR OF GOVERNANCE Trustee or director, Officer | 1 | $0 | $0 |
| JONATHAN PAYSON | CHAIR OF INVESTMENT Trustee or director, Officer | 1 | $0 | $0 |
| ANA COLMENERO | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ALLAN HUNTLEY | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ROBERT GOLDMAN | CLERK Trustee or director, Officer | 1 | $0 | $0 |
| RICHARD YAGJIAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BENJAMIN LANGILLE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOHN COLUCCI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRISTINE ORTIZ | TRUSTEE Trustee or director | 1 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAMELA SCOTT | TRUSTEE Trustee or director | 1 | $0 |
| AMY KINGMAN | TRUSTEE Trustee or director | 1 | $0 |
| DEAN MARSH | TRUSTEE Trustee or director | 1 | $0 |
| LANE GLENN | TRUSTEE Trustee or director | 1 | $0 |
| CHARLTON REYNDERS | TRUSTEE Trustee or director | 1 | $0 |
| LUIS ROMAN | TRUSTEE Trustee or director | 1 | $0 |
| DONEECA THURSTON-CHAVEZ | TRUSTEE Trustee or director | 1 | $0 |
| ROSARIO UBIERA-MINAYA | TRUSTEE Trustee or director | 1 | $0 |
| PATRICIA FAEHO | TRUSTEE (UNTIL 9/2024) Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| M ELIZABETH FRANCIS | PRESIDENT AND CEO (UNTIL 6/24) Officer | 40 | $220,000 | $6,600 |
| STRATTON C LLOYD | COO AND EVP Officer | 40 | $161,986 | $20,239 |
| STACEY LANDRY | VP ADVANCEMENT AND PHILANTHROPIC SERVICES Highest-paid employee | 40 | $126,646 | $19,334 |
| CAROL SCHUSTER | VP GRANTS AND NONPROFIT SERVICES Highest-paid employee | 40 | $119,370 | $17,281 |
| J BRITTON HUTCHINS | CFO Highest-paid employee | 32 | $110,102 | $18,766 |
| RICHARD SUMBERG | CHAIRMAN OF THE BOARD Trustee or director, Officer | 2 | $0 | $0 |
| BOB GORE | CHAIR OF GOVERNANCE Trustee or director, Officer | 1 | $0 | $0 |
| ALLAN HUNTLEY | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| BOB GOLDMAN | CLERK Trustee or director, Officer | 1 | $0 | $0 |
| MOIRA JAMES | CHAIR OF DEVELOPMENT Trustee or director | 1 | $0 | $0 |
| JIM RULLO | CHAIR OF INVESTMENT Trustee or director | 1 | $0 | $0 |
| RICHY AGJIAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BEN LANGILLE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOHN COLUCCI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRISTINE ORTIZ | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PAM SCOTT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANA COLMENERO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| AMY KINGMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JON PAYSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PATRICIA FAEHO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DEAN MARSH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LANE GLENN | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 500 CUMMINGS CTR STE 5450, BEVERLY, MA 01915-6519
- Principal officer (990 for 2024)
- STRATTON C LLOYD, 500 CUMMINGS CENTER 5450, BEVERLY, MA 01915
- Signed the 990
- ALLAN HUNTLEY, TREASURER
- Phone
- (978) 777-8876
- Website
- WWW.ECCF.ORG
- Return prepared by
- AAFCPAS INC
Mission
SEE SCHEDULE O
Program accomplishments
- TO RAISE AND DISTRIBUTE FUNDS FROM THE COMMUNITY FOR THE BENEFIT OF CHARITABLE ORGANIZATIONS PRIMARILY IN ESSEX COUNTY, MASSACHUSETTS.Expenses $15,631,725 · grants $14,415,399
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
- 04-3407816
- 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
- 1998
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $150,520,110
- Income (IRS master file)
- $41,663,035
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $24,689,727 | $18,354,822 | $150,520,110 | XML |
| 990 | June 2024 | $17,567,331 | $20,111,539 | $134,350,244 | IRS |
| 990 | June 2023 | $22,676,023 | $22,735,694 | $126,649,132 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | 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 04-3407816).
Questions about ESSEX COUNTY COMMUNITY FDN INC
- What is the EIN of ESSEX COUNTY COMMUNITY FDN INC?
- The employer identification number (EIN) of ESSEX COUNTY COMMUNITY FDN INC is 04-3407816.
- Is ESSEX COUNTY COMMUNITY FDN INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to ESSEX COUNTY COMMUNITY FDN INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ESSEX COUNTY COMMUNITY FDN 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 ESSEX COUNTY COMMUNITY FDN 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 ESSEX COUNTY COMMUNITY FDN 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 ESSEX COUNTY COMMUNITY FDN INC?
- The 990 for the year ended June 30, 2025 names STRATTON C LLOYD.
- Who are the officers and directors of ESSEX COUNTY COMMUNITY FDN INC?
- The 990 for the year ended June 30, 2025 lists 24 people; 5 received compensation from the organization, the highest $193,256 (STRATTON C LLOYD, PRESIDENT & CEO (AS OF 7/2024)).
- How much revenue does ESSEX COUNTY COMMUNITY FDN INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $24,689,727, expenses of $18,354,822 and total assets of $150,520,110 at year end.
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