Incompass Human Services Inc

Nonprofit profile at a glance

EIN: 046111877
IRS 990 coverage: 2010–2024
Forms available: Form 990 2024
Location: Chelmsford, MA, USA
Phone: 9783493000
Rating: 80
Verdict: STRONG
Rating confidence: Moderate
Sector: Developmentally Disabled Centers

Official website

Reported finances

Revenue: $44,698,138
Expenses: $41,270,341
Assets: $44,101,220
Liabilities: $31,001,272

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

17 people listed

Executive titles in this filing

JEAN PHELPS (CEO)

Highest reported compensation

JEAN PHELPS (CEO): $313,793 total reported compensation
ADAM B SHUSTER (CFO): $218,429 total reported compensation
DANIEL ESDALE (CHIEF MARKETING & COMM. OFFICER): $208,702 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To provide residential, recreational and habilitational services to developmentally disabled individuals.

What it reported doing in 2024

Day habilitation & community based day supportsday habilitation provides people with developmental disabilities with opportunities to increase and encourage their independence and improve their quality of life. Habilitation services are directed towards acquiring, retaining, and improving the self-help, socialization, and adaptive skills necessary for individuals to succeed in their home and in the community. Clinical supports are provided to people with vision and hearing impairments, people who are aging and/or medically fragile, and people with mental health or behavioral challenges.community based day supports - through meaningful skills and activities, this interactive program offers individualized programming choices for individuals including from volunteering in the community, group supported employment, specialized employment services, career services and turning 22 services.clients served in fy25: 525

Operating model

Revenue model: Grant-funded. 75% of the money available for current operations came from government grants.
Distribution model: Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown and some filed totals do not add up.

Rating breakdown

Financial Efficiency: 75
Transparency & Controls: 75
Accountability: 100
Sustainability: 50
Growth: 100

Detailed rating inputs

Financial Efficiency

Mission deployment rate: 81.8%; rating input score 82
Program expense ratio: 88.4%; rating input score 88
Fundraising efficiency: Limited

Transparency & Controls

Consistency checks: 93.3%; rating input score 93; 14th percentile among comparable filings
Pay-setting controls: 2 of 6 controls in place; rating input score 33
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Pass
- Compensation survey or study: Missing
- Board or committee approval: Pass
Foreign activity oversight: Limited
Grant itemization coverage: Limited
Major donor itemization: Yes; rating input score 100
Related-party transparency: Limited

Accountability

Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
Governance controls: 9 of 9 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass

Sustainability

Operating margin: 7.7%; rating input score 62; 62nd percentile among comparable filings
Total-asset coverage ratio: 1.07; rating input score 38; 38th percentile among comparable filings
Liabilities to assets ratio: 0.7; rating input score 17; 17th percentile among comparable filings
Officer compensation ratio: 3.2%; rating input score 66; 66th percentile among comparable filings

Growth

Program expense growth: 9.7% per year; rating input score 100; 69th percentile among comparable filings
Revenue growth: 9.3% per year; rating input score 100; 71st percentile among comparable filings
Asset growth: 15% per year; rating input score 100; 81st percentile among comparable filings

Details

Where the money goes: 81.8% of revenue deployed · 88.4% of spending went to programs
Governance: 9 of 9 board members independent · 9 of 9 filing controls reported
Programs: 4 filed program accomplishments · $36.5M in reported program spending
Leadership: top reported pay $314K · 17 people listed · 2 of 6 pay-setting controls reported
Highest-paid contractors: 3 contractors listed · $457K reported
Consistency: 29 of 30 current checks pass · 1 finding to review
Schedules: 7 filed schedules · includes major donors and executive pay
Filing history: 14 filing years from 2010 to 2024
Contacts: How to reach this organization
Money network: 7 filed money-flow records
Related organizations: 2 filed related-organization links
Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
People: Everyone the filings name, and which of them the filings identify by more than a name.
Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

Moderate — Sustainability: Total-asset coverage ratio scored 38/100.
Review — Transparency & Controls: Schedule R controlled transactions itemized did not reconcile in the filed values.
High — Sustainability: Liabilities to assets ratio scored 17/100.