2026-05-05T10:05:29-05:00 2025-06-30 332621854 CRI CAPIN CROUSE ADVISORS LLC 345 MASSACHUSETTS AVE STE 300 INDIANAPOLIS IN 46204 990 2024-07-01 237364546 HEADING HOME INC HEAD 6178648140 186 MASSACHUSETTS AVENUE BOSTON MA 02115 DANIELLE FERRIER CHIEF EXECUTIVE OFFICER 6178648140 2026-05-05 1 1 SARA TIBBOTT P01486965 5055022746 2026-05-05 2024 2025-03-06 01:10:19Z DANIELLE FERRIER 186 MASSACHUSETTS AVENUE BOSTON MA 02115 63744646 0 X WWW.HEADINGHOMEINC.ORG X 1974 MA HEADING HOME AIMS TO END HOMELESSNESS IN GREATER BOSTON AND SUPPORT SELF SUFFICIENCY. 21 21 267 1000 0 0 41776276 56358991 234938 273621 430862 2529453 380840 416156 42822916 59578221 0 0 0 0 10589909 12099754 0 0 1163023 22579379 41554528 33169288 53654282 9653628 5923939 49774845 56670624 28689107 30342460 21085738 26328164 X HEADING HOME'S MISSION IS TO END HOMELESSNESS IN GREATER BOSTON BY PROVIDING A SUPPORTED PATHWAY TO SELF-SUFFICIENCY THAT BEGINS WITH A HOME, TOGETHER WITH CRITICAL SERVICES SUCH AS LIFE SKILLS, FINANCIAL LITERACY, AND JOB TRAINING. (CONTINUED ON SCHEDULE O)HEADING HOME PROVIDES EMERGENCY TRANSITIONAL AND PERMANENT HOUSING, AND SUPPORT SERVICES, TO LOW-INCOME HOMELESS AND FORMERLY HOMELESS FAMILIES AND INDIVIDUALS IN THE COMMUNITIES OF BOSTON, CAMBRIDGE, CHELSEA, EVERETT, LAWRENCE, MALDEN, MEDFORD, QUINCY, REVERE, AND SOMERVILLE. AS OUR NAME REFLECTS, WE BELIEVE THAT A STABLE HOME PROVIDES THE OPTIMAL FOUNDATION TO GET BACK ON TRACK; OUR PROGRAMS FOCUS HEAVILY ON ASSESSMENT, ENGAGEMENT, INDIVIDUAL GOAL-SETTING AND SECURING PERMANENT HOUSING FOR OUR CLIENTS AS QUICKLY AS POSSIBLE. 0 0 34685591 531128 SHELTER AND EMERGENCY SERVICES - SHELTER AND EMERGENCY SERVICES CONSISTS OF A PLACE TO STAY, SUPPORTIVE SERVICES INCLUDING ASSISTANCE IN FINDING PERMANENT HOUSING, AND IN SOME CASES MEALS AND BASIC SUPPLIES. SERVICES ARE TEMPORARY AND ARE INTENDED TO BE RELATIVELY SHORT IN DURATION. THIS INCLUDES ADDING 142 UNITS FOR TAKING OVER THE CASA NEUVA VIDA SHELTER CONTRACTS. 8690946 151751 PERMANENT SUPPORTIVE HOUSING - PERMANENT SUPPORTIVE HOUSING CONSISTS OF SUBSIDIZED HOUSING AND SUPPORTIVE SERVICES FOR CERTAIN FORMERLY HOMELESS INDIVIDUALS AND FAMILIES. IT IS NOT TIME-LIMITED, THOUGH MANY PARTICIPANTS MOVE ON TO OTHER HOUSING AFTER SEVERAL YEARS. 917122 6898 TRANSITIONAL HOUSING - TRANSITIONAL HOUSING CONSISTS OF HOUSING AND SUPPORTIVE SERVICES THAT ARE AVAILABLE FOR 18-24 MONTHS TO HELP PARTICIPANTS MAKE THE TRANSITION FROM HOMELESSNESS TO PERMANENT HOUSING. 44293659 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 193 0 1 267 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X JULIE DELILLO 6178648140 186 MASSACHUSETTS AVENUE BOSTON MA 02115 JOSH SOLOMON CHAIR 2.00 1.00 X X 0 0 0 JAMES MAWN VICE CHAIR 1.00 1.00 X X 0 0 0 TRAVIS D'AMATO TREASURER 1.00 1.00 X X 0 0 0 EMMETT LYNE CLERK 1.00 1.00 X X 0 0 0 STEPHEN DAVIS MEMBER 1.00 1.00 X 0 0 0 BRIAN KAVOOGIAN MEMBER 1.00 1.00 X 0 0 0 CARA NELSON MEMBER 1.00 1.00 X 0 0 0 CHRIS BROWN MEMBER 1.00 1.00 X 0 0 0 ELIZABETH LOWREY MEMBER 1.00 1.00 X 0 0 0 GILBERT WINN MEMBER 1.00 1.00 X 0 0 0 HEATHER BOUJOULIAN MEMBER 1.00 1.00 X 0 0 0 KELLY GROSS DOUGLAS MEMBER 1.00 1.00 X 0 0 0 KEVIN MCCARTHY MEMBER 1.00 1.00 X 0 0 0 LAUREN O'NIEL GOFF MEMBER 1.00 1.00 X 0 0 0 WILLIAM MUSTO MEMBER 1.00 1.00 X 0 0 0 MARY FOWLER MEMBER 1.00 1.00 X 0 0 0 NANCY SOLOMON MEMBER 1.00 1.00 X 0 0 0 PAMELA YANAKOPULOS MEMBER 1.00 1.00 X 0 0 0 PAMELA KELLEHER MEMBER 1.00 1.00 X 0 0 0 PATRICK LUCEY MEMBER 1.00 1.00 X 0 0 0 ATAKELTI DESTA MEMBER 1.00 1.00 X 0 0 0 ANDREW MAHER MEMBER (PART YEAR) 1.00 1.00 X 0 0 0 JOSEPH HANLEY MEMBER (PART YEAR) 1.00 1.00 X 0 0 0 DANIELLE FERRIER CHIEF EXECUTIVE OFFICER 39.00 1.00 X 334756 0 46046 FRANCIS HURLEY CHIEF FINANCIAL OFFICER (PART YEAR) 39.00 1.00 X 188508 0 25659 JULIE DELILLO CHIEF ADMIN & INFORMATION OFFICER 39.00 1.00 X 184305 0 29411 HEATHER MARTIN CHIEF OPERATING OFFICER 39.00 1.00 X 38905 0 6120 CHARLES LIPPMAN VICE PRESIDENT OF FINANCE 39.00 1.00 X 0 0 0 LISA SCHORR KAPLAN CHIEF OPERATING OFFICER (PART YEAR) 39.00 1.00 X 179379 0 39291 KATE SWOPE VP OF PROGRAMS (PART YEAR) 39.00 1.00 X 148947 0 35855 JACLYN MANCHESTER SR. DIR. OF REAL ESTATE & FACILITIES 39.00 1.00 X 128863 0 23823 GRETCHEN V CARLETON SR. DIR. OF CONTRACTS & COMPLIANCE 39.00 1.00 X 137351 0 5183 DAVID PARILLA SR. DIRECTOR OF DATA AND ANALYTICS 39.00 1.00 X 111471 0 26622 1452485 0 238010 8 0 1 0 BALD HILL BUILDERS 25 WALPOLE PARK SOUTH 10 WALPOLE MA 02081 GENERAL CONSTRUCTION 4601414 DELTA-T GROUP PO BOX 884 BRYN MAWR PA 19010 WORKFORCE SOLUTIONS 3164892 NEW ENGLAND SECURITY 208 BROADWAY MALDEN MA 02148 SECURITY SERVICES 2011633 FRESH FOOD GENERATION 196 QUINCY ST DORCHESTER MA 02121 FOOD SERVICES 1015211 CITY WIDE FACILITY SOLUTIONS 293 BOSTON POST RD W 340 MARLBOROUGH MA 01752 MANAGED FACILITY SERVICES 903180 25 198030 2407910 51995724 1757327 86586 56358991 CLIENT RENTAL FEES 624100 273621 273621 273621 132276 132276 3856382 2608282 3807603 259884 48779 2348398 2397177 2397177 98938 2407910 98938 0 416156 416156 416156 59578221 689777 0 2529453 X 1041003 718292 260251 62460 8955009 6701282 1920114 333613 386387 232038 140306 14043 820502 492738 297943 29821 896853 538589 325668 32596 119747 119747 9807 9807 14239130 12303415 1748190 187525 461002 42224 354083 64695 178682 97254 79110 2318 638848 122296 487786 28766 16497396 15861781 633125 2490 210241 100590 107379 2272 111244 9371 99573 2300 137403 108480 28923 714514 578157 136357 682013 152465 529548 MATERIALS AND SUPPLIES 6472739 6203388 165151 104200 1081762 31299 754539 295924 53654282 44293659 8197600 1163023 9360635 9772082 52356 172522 312061 365000 4437801 9382185 1400066 74390 29845457 5046976 22806454 24798481 3185529 6165158 8219943 5940806 49774845 56670624 2635402 3960928 3651929 3998917 15478086 16795706 6923690 5586909 28689107 30342460 X 16827721 23524492 4258017 2803672 21085738 26328164 49774845 56670624 X 5923939 421300 -102813 -1000000 X 0 1 X 1 1 1 X 19296442 20424414 29975247 41776276 56358991 167831370 19296442 20424414 29975247 41776276 56358991 167831370 167831370 68547 112357 148050 115186 132276 576416 275190 80264 387678 443144 416156 1602432 170010218 889033 0.98720 0.98600 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISC INCOME - 2020 AMOUNT: $ 275,190. 2021 AMOUNT: $ 80,264. 2022 AMOUNT: $ 85,480. 2023 AMOUNT: $ 443,144. 2024 AMOUNT: $ 53,252. OTHER EVENT INCOME - 2022 AMOUNT: $ 302,198. RESTITUTION INCOME - 2024 AMOUNT: $ 362,904. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1842400 1842400 25997313 4586553 21410760 976679 393690 582989 1029065 66733 962332 24798481 OPERATING LEASE RIGHT-OF-USE ASSETS 5251955 SECURITY DEPOSITS 583656 ASSETS HELD FOR SALE 105195 5940806 OPERATING LEASE LIABILITY 5586909 5586909 HOUSEWARMING 2506848 2407910 98938 85440 7798 5700 2506848 2407910 98938 85440 7798 5700 98938 0 X X 1 0 0 0 0 0 0 1 0 DANIELLE FERRIER CHIEF EXECUTIVE OFFICER 288523 0 45750 0 483 0 10045 0 36001 0 380802 0 0 0 LISA SCHORR KAPLAN CHIEF OPERATING OFFICER (PART YEAR) 179119 0 0 0 260 0 6588 0 32703 0 218670 0 0 0 FRANCIS HURLEY CHIEF FINANCIAL OFFICER (PART YEAR) 186978 0 0 0 1530 0 0 0 25659 0 214167 0 0 0 JULIE DELILLO CHIEF ADMIN & INFORMATION OFFICER 183070 0 0 0 1235 0 5921 0 23490 0 213716 0 0 0 KATE SWOPE VP OF PROGRAMS (PART YEAR) 121317 0 0 0 27630 0 0 0 35855 0 184802 0 0 0 JACLYN MANCHESTER SR. DIR. OF REAL ESTATE & FACILITIES 128736 0 0 0 127 0 2342 0 21481 0 152686 0 0 0 PART I, LINE 4A KATE SWOPE, VICE PRESIDENT OF PROGRAMS, RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $27,467 DURING 2024. PART I, LINE 7 THE BOARD APPROVED NONFIXED PAYMENTS MADE IN THE FORM DISCRETIONARY BONUSES. A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 NONEAVAIL 2023-03-17 5000000 REFUND PRIOR 8/30/2011 TAXABLE BONDS, AFFORDABLE HOUSING PROJECT 0 0 0 A 5000000 79317 4416969 503714 2025 0 1 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 1 0 0 0 1 A 1 X 71483 COST X 2 15103 SELLING COST 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPRESENT THE NUMBER OF CONTRIBUTIONS RECEIVED, NOT THE NUMBER OF ITEMS DONATED. FORM 990, PART VI, SECTION A, LINE 1A THERE SHALL BE AN EXECUTIVE COMMITTEE CONSISTING OF THE CHAIR(S), THE VICE CHAIR (IF ANY), THE TREASURER AND CLERK OF THE CORPORATION, SERVING EX OFFICIO, THE CHAIRPERSONS OF ALL STANDING COMMITTEES OF THE CORPORATION, AND SUCH OTHER PERSONS, WHO SHALL BE DIRECTORS, AS THE DIRECTORS MAY FROM TIME TO TIME APPOINT. TO THE EXTENT PERMITTED BY THE LAW, THE EXECUTIVE COMMITTEE SHALL HAVE ALL POWERS OF AND MAY ACT FOR AND ON BEHALF OF, THE DIRECTORS BETWEEN MEETINGS OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 2 JOSH SOLOMON AND NANCY SOLOMON - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN INDEPENDENT TAX PREPARER AND THE FINANCE COMMITTEE IS RESPONSIBLE FOR REVIEWING AND APPROVING THE FORM 990 PRIOR TO FILING. THE REVIEWED FORM 990 IS THEN PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS AND THE OFFICERS OF THE ORGANIZATION ARE REQUIRED TO SIGN A DISCLOSURE FORM ANNUALLY ACKNOWLEDGING THAT THEY ARE NOT AWARE OF ANY CONFLICTS OF INTEREST. THE CEO IS RESPONSIBLE FOR REVIEWING THE SIGNED STATEMENTS AND ENSURING THAT INTERESTED PERSONS ARE IN COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE BOARD CHAIR REVIEWS THE CEO'S SIGNED STATEMENT. SHOULD ANY POTENTIAL CONFLICTS OF INTEREST BE DISCLOSED, THE BOARD MEMBER OR OFFICER WOULD BE ASKED TO REFRAIN FROM PARTICIPATION IN ANY DELIBERATION OR DECISION WITH REGARD TO MATTERS AFFECTED BY THE RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 15 LINE 15A - THE CEO'S COMPENSATION IS REVIEWED BY THE BOARD OF DIRECTORS EACH YEAR AND COMPARED TO THE COMPENSATION OF SIMILARLY SIZED ORGANIZATIONS. THE DELIBERATION AND DECISION IS DOCUMENTED IN THE BOARD MINUTES. LINE 15B - THE COMPENSATION FOR ALL OTHER OFFICERS IS SET BY THE CEO ANNUALLY AND IS RATIFIED BY THE ORGANIZATION'S FINANCE COMMITTEE AND THE BOARD OF DIRECTORS. COMPARABILITY DATA IS USED AND THE DELIBERATION AND DECISION ARE DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 12,292,845. MANAGEMENT AND GENERAL EXPENSES 882,128. FUNDRAISING EXPENSES 4,018. TOTAL EXPENSES 13,178,991. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 10,570. MANAGEMENT AND GENERAL EXPENSES 88,640. FUNDRAISING EXPENSES 16,196. TOTAL EXPENSES 115,406. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 777,422. FUNDRAISING EXPENSES 167,311. TOTAL EXPENSES 944,733. FORM 990, PART XI, LINE 9: RETURN OF CONTRIBUTION -1,000,000. FAMILY LIFE EDUCATION INC 186 MASSACHUSETTS AVENUE BOSTON MA 02115 222816550 TRANSITIONAL HOUSING IN MEDFORD, MA MA 501(C)(3) LINE 7 HEADING HOME INC 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 FAMILY LIFE EDUCATION INC D 120000 BOOK VALUE