John Bertram House Inc
- Assets
- $6.2m
- Revenue
- $2.6m
- Investments
- $3.2m
- Employees
- 0
- Location
- Salem, MA
- Founding
- 10/1942
- Data as of
- 12/2021
- EIN
- 04-2103743
Organization Overview
John Bertram House Inc is located in Salem, MA. The organization was established in 1942. According to its NTEE Classification (L22) the organization is classified as: Senior Citizens Housing & Retirement Communities, under the broad grouping of Housing & Shelter and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. John Bertram House Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, John Bertram House Inc generated $2.6m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 2.7% each year. All expenses for the organization totaled $2.3m during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
OPERATION OF A 25 BEDROOM ASSISTED LIVING FACILITY SERVING BOTH MEN AND WOMEN
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Sarah Sterling Executive Director | 40 | $117,438 | |
Sherry Leonard Director Of Sales | 40 | $90,445 | |
Elaine Grant Resident Care Direct | 40 | $87,086 | |
Marcillus Duncan Dining Services Coor | 40 | $69,427 | |
Tracy Curtis Activities & Volunte | 40 | $50,160 | |
Suzanne Carr Assisted Living Coor | 32 | $47,253 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $270,310 |
| Interest on Savings | $0 |
| Dividends & Interest | $56,952 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $125,624 |
| Capital Gain Net Income | $125,624 |
| Net ST Capital Gain | $15,574 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $2,123,928 |
| Total Revenue | $2,576,814 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $117,438 |
| Other employee salaries and wages | $1,102,116 |
| Pension plans, employee benefits | $285,187 |
| Interest | $0 |
| Taxes | $2,473 |
| Depreciation | $150,392 |
| Occupancy | $103,135 |
| Travel, conferences, and meetings | $1,521 |
| Printing and publications | $1,516 |
| Other expenses | $552,169 |
| Total operating and administrative expenses | $2,347,778 |
| Contributions, gifts, grants paid | $0 |
| Total expenses and disbursements | $2,347,778 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $367,152 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $45,244 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $1,140,772 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $25,239 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $1,873,931 |
| Net Land, buildings, and equipment | $1,460,073 |
| Other assets | $3,479 |
| Total assets | $6,243,122 |
| Accounts payable and accrued expenses | $166,833 |
| Grants payable | $0 |
| Deferred revenue | $22,339 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $3,000 |
| Total liabilities | $192,172 |
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