INSTITUTE FOR HEALTH AND RECOVERY INC

EIN: 043086647 501(c)(3) Mental Health

WATERTOWN, MA

Total Revenue
$13,217,932
Total Expenses
$12,450,573
Total Assets
$6,705,935
Net Assets
$4,889,432
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1991
Legal Domicile
MA
Principal Officer
VALERIE GOLD
Phone
6176613991
Tax Period
2023-07-01 to 2024-06-30

INSTITUTE FOR HEALTH AND RECOVERY INC, founded in 1991, is a mid-sized nonprofit in the Mental Health sector that reported $13.2M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $12.5M left a modest 6% surplus.

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 Service Accomplishments

Program 1
Expenses: $10,782,790 Revenue: $8,294,070

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...

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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.

Program 2
Expenses: $384,571

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...

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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.

Program 3
Expenses: $19,344 Revenue: $54,350

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...

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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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $4,798,185
Program Service Revenue $8,348,420
Investment Income $12,616
Other Revenue $58,711
TOTAL REVENUE $13,217,932

Expense Breakdown

Grants Paid $1,553,737
Salaries & Benefits $9,252,328
Fundraising Expenses $4,053
Program Expenses $11,186,705
Other Expenses $1,644,508
TOTAL EXPENSES $12,450,573

Year-over-Year Comparison

2023 2022 Change
Revenue $13,217,932 $11,548,151 +0.1%
Expenses $12,450,573 $10,989,046 +0.1%
Net Income $767,359 $559,105 +0.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
8
Independent Members
8
Employees
199
Volunteers
199

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$287,527
Total Directors
8
$1,800
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KATHARINE THOMAS FORMER ED EXECUTIVE DI 40.00
Officer
$133,987 $36,314 $170,301
MATTHEW ROCHE DIRECTOR OF 40.00
Highest
$116,818 $10,916 $127,734
ANNEGRET KLAUA ASST. DIRECT 40.00
Officer
$96,931 $20,295 $117,226
LUIS SANCHEZ DIRECTOR 1.00
Director
$1,800 $0 $1,800
GLORETTA BAYNES DIRECTOR 1.00
Director
$0 $0 $0
ELIOT GELWAN DIRECTOR 1.00
Director
$0 $0 $0
MARK GOTTLIEB PRESIDENT 1.00
Officer Director
$0 $0 $0
MARY HARVEY DIRECTOR 1.00
Director
$0 $0 $0
DENISE PIXLEY VICE PRESIDE 1.00
Officer Director
$0 $0 $0
NANCY RYAN TREASURER 1.00
Officer Director
$0 $0 $0
JOHN TOCCI CLERK 1.00
Officer Director
$0 $0 $0
VALERIE GOLD EXECUTIVE DI 40.00
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $13,217,932 $12,450,573 $6,705,935 $767,359
2023 $11,548,151 $10,989,046 $4,664,604 $559,105
2022 $11,264,959 $10,715,834 $4,252,002 $549,125
2021 $11,490,626 $10,274,050 $3,928,298 $1,216,576
2020 $9,856,858 $9,560,756 $3,577,949 $296,102
2019 $8,898,623 $8,762,356 $2,434,583 $136,267
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