Skip to content
ProPublica Donate
ProPublica Donate

North Shore Heritage Associates Inc

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$1.6M (2023)

Expenses
$1.63M (2023)

Total Assets
$11.8M (2023)

Total Liabilities
$7.16M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,597,017
Expenses
$1,633,677
Net Income
-$36,660
Net Assets
$4,605,656
Notable Sources of Revenue Percent of Total Revenue
Contributions $91,063
5.7%
Program Services $1,503,939
94.2%
Investment Income $1,661
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $354
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $11,763,495
Total Liabilities $7,157,839
Net Assets $4,605,656
Compensation
Key Employees and Officers Compensation Related Other
Julie Cummings (Director) $0 $0 $0
George Harrington (Director) $0 $0 $0
Shari Munro (Director) $0 $0 $0
Jo Ann Simons (President/Director) $0 $425,154 $209,645
Cynthia Park (Treasurer/Director) $0 $245,453 $19,973
Joanne Plourde (Clerk/Director) $0 $182,205 $14,731

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,516,234
Expenses
$1,421,345
Net Income
$94,889
Net Assets
$4,642,316
Notable Sources of Revenue Percent of Total Revenue
Contributions $70,000
4.6%
Program Services $1,446,061
95.4%
Investment Income $173
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,369,179
Total Liabilities $5,726,863
Net Assets $4,642,316
Compensation
Key Employees and Officers Compensation Related Other
Julie Cummings (Director) $0 $0 $0
George Harrington (Director) $0 $0 $0
Shari Munro (Director) $0 $0 $0
Jo Ann Simons (President/Director) $0 $327,762 $126,847
Cynthia Park (Treasurer/Director) $0 $217,287 $14,750
Joanne Plourde (Clerk/Director) $0 $168,422 $15,422

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,117,564
Expenses
$1,507,892
Net Income
$1,609,672
Net Assets
$4,547,427
Notable Sources of Revenue Percent of Total Revenue
Contributions $68,500
2.2%
Program Services $1,408,803
45.2%
Investment Income $1,288
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income -$20,785
Net Fundraising $0
Sales of Assets $1,659,758
53.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,093,675
Total Liabilities $5,546,248
Net Assets $4,547,427
Compensation
Key Employees and Officers Compensation Related Other
Julie Cummings (Director) $0 $0 $0
George Harrington (Director) $0 $0 $0
Shari Munro (Director) $0 $0 $0
Jo Ann Simons (President/Director) $0 $328,276 $35,999
Cynthia Park (Treasurer/Director) $0 $182,054 $12,966
Joanne Plourde (Clerk/Director) $0 $161,805 $14,080

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,582,520
Expenses
$1,588,382
Net Income
-$5,862
Net Assets
$2,937,755
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,580,588
99.9%
Investment Income $2,831
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income -$899
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,438,226
Total Liabilities $7,500,471
Net Assets $2,937,755
Compensation
Key Employees and Officers Compensation Related Other
Jo Ann Simons (President/Director) $0 $329,308 $22,483
Cynthia Gavlick (Treasurer/Director) $0 $183,277 $8,789
Joanne Plourde (Clerk/Director) $0 $166,588 $13,866
Julie Cummings (Director) $0 $0 $0
George Harrington (Director) $0 $0 $0
Shari Munro (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,517,515
Expenses
$1,483,223
Net Income
$34,292
Net Assets
$2,943,617
Notable Sources of Revenue Percent of Total Revenue
Contributions $42,710
2.8%
Program Services $1,442,632
95.1%
Investment Income $2,144
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $8,103
0.5%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $21,926
1.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,762,830
Total Liabilities $7,819,213
Net Assets $2,943,617
Compensation
Key Employees and Officers Compensation Related Other
Julie Cummings (President/Director) $0 $0 $0
Kenneth Klaiman (Director) $0 $0 $0
Shari Munro (Clerk/Director) $0 $0 $0
Paul Brusil (Treasurer/Director) $0 $0 $0
George Harrington (Director) $0 $0 $0
Jo Ann Simons (Ceo) $0 $328,604 $33,954
Gerard Mccarthy (Former Exec. Dir.) $0 $108,095 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,222,825
Expenses
$1,533,145
Net Income
$689,680
Net Assets
$2,909,325
Notable Sources of Revenue Percent of Total Revenue
Contributions $508,899
22.9%
Program Services $1,546,538
69.6%
Investment Income $788
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $15,615
0.7%
Net Fundraising $0
Sales of Assets $147,054
6.6%
Net Inventory Sales $0
Other Revenue $3,931
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $144,034
9.4%
Assets/Debt
Total Assets $10,055,394
Total Liabilities $7,146,069
Net Assets $2,909,325
Compensation
Key Employees and Officers Compensation Related Other
Julie Cummings (Director President) $0 $0 $0
Kenneth Klaiman (Director) $0 $0 $0
Shari Munro (Director Clerk) $0 $0 $0
Paul Brusil (Director Treasurer) $0 $0 $0
George Harrington (Director) $0 $0 $0
Jo Ann Simons (Ceo) $0 $330,839 $10,752
Gerard Mccarthy (Former Exec. Dir.) $0 $422,995 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,720,407
Expenses
$1,689,553
Net Income
$30,854
Net Assets
$2,219,645
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,716,049
99.7%
Investment Income $1,060
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $2,630
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $668
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $302,586
17.9%
Assets/Debt
Total Assets $9,944,508
Total Liabilities $7,724,863
Net Assets $2,219,645
Compensation
Key Employees and Officers Compensation Related Other
Julie Cummings (Director President) $0 $0 $0
Kenneth Klaiman (Director) $0 $0 $0
Shari Munro (Director Clerk) $0 $0 $0
Paul Brusil (Director Treasurer) $0 $0 $0
George Harrington (Director) $0 $0 $0
Jo Ann Simons (Ceo) $0 $272,876 $9,482
Gerard Mccarthy (Former Exec. Dir.) $0 $440,040 $50,000

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,204,647
Expenses
$1,224,508
Net Income
-$19,861
Net Assets
$2,188,791
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,228,949
> 100%
Investment Income $2,996
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income -$27,298
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $6,680
0.5%
Professional Fundraising Fees $0
Other Salaries and Wages $329,123
26.9%
Assets/Debt
Total Assets $10,098,350
Total Liabilities $7,909,559
Net Assets $2,188,791
Compensation
Key Employees and Officers Compensation Related Other
Gerard Mccarthy (Exec. Dir. ***See Sch. J, Part Iii) $6,680 $379,194 $139,029
Kenneth Klaiman (Director) $0 $0 $0
John Boris (President) $0 $21,601 $0
George Harrington (Director) $0 $1,363 $0
Julie Cummings (Director) $0 $0 $0
Shari Munro (Clerk) $0 $0 $0
Paul Brusil (Treasurer) $0 $0 $0
Jo Ann Simons (Ceo (As Of 01/2016)) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,147,384
Expenses
$1,203,965
Net Income
-$56,581
Net Assets
$2,208,652
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,154,182
> 100%
Investment Income $80
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income -$31,457
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $24,579
2.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $13,876
1.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $8,302,437
Total Liabilities $6,093,785
Net Assets $2,208,652
Compensation
Key Employees and Officers Compensation Related Other
Gerard Mccarthy (Exec. Dir. ***See Sch. J, Part Iii) $13,876 $227,408 $247,475
Kenneth Klaiman (Director) $0 $0 $0
John Boris (President) $0 $21,601 $0
George Harrington (Director) $0 $2,866 $0
Julie Cummings (Director) $0 $0 $0
Shari Munro (Clerk) $0 $0 $0
Paul Brusil (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$708,423
Expenses
$692,267
Net Income
$16,156
Net Assets
$2,265,233
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $701,965
99.1%
Investment Income $27
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $6,431
0.9%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $9,026
1.3%
Assets/Debt
Total Assets $8,200,523
Total Liabilities $5,935,290
Net Assets $2,265,233
Compensation
Key Employees and Officers Compensation Related Other
Kenneth Klaiman (Director) $0 $0 $0
John Boris (President) $0 $0 $0
George Harrington (Director) $0 $0 $0
Julie Cummings (Director) $0 $0 $0
Shari Munro (Clerk) $0 $0 $0
Paul Brusil (Treasurer) $0 $0 $0
Gerard Mccarthy (Executive Director) $0 $234,252 $146,113
Gary Penniman (Cfo) $0 $111,224 $3,050

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$888,643
Expenses
$718,031
Net Income
$170,612
Net Assets
$2,249,077
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $671,925
75.6%
Investment Income $23
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $13,191
1.5%
Net Fundraising $0
Sales of Assets $203,504
22.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $8,147,130
Total Liabilities $5,898,053
Net Assets $2,249,077

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$699,305
Expenses
$737,456
Net Income
-$38,151
Net Assets
$2,078,465
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $697,514
99.7%
Investment Income $131
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $1,660
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $7,500
1.0%
Assets/Debt
Total Assets $8,546,304
Total Liabilities $6,467,839
Net Assets $2,078,465

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$884,007
Expenses
$765,134
Net Income
$118,873
Net Assets
$2,116,616
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $727,270
82.3%
Investment Income $217
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $9,031
1.0%
Net Fundraising $0
Sales of Assets $147,489
16.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $7,500
1.0%
Assets/Debt
Total Assets $8,907,334
Total Liabilities $6,790,718
Net Assets $2,116,616

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »