Nonprofit · EIN 04-2103743
JOHN BERTRAM HOUSE INC
Tax-exempt · SALEM, MA 01970
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $2,221,574 | $2,455,025 | -$233,451 | $5,288,575 | $198,191 | $5,090,384 |
| December 31, 2023 | 990-PF | $2,242,100 | $2,486,210 | -$244,110 | $5,379,183 | $189,440 | $5,189,743 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $4,850
- Dividends
- $61,032
- Net gain from sales of assets
- $162,846
- Other income
- $1,992,846
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $120,809
- Salaries, compensation and benefits (total)
- $1,200,744
- Disbursements for charitable purposes
- $386,389
- Excise tax on investment income
- $2,932
Balance sheet and other
- Total assets, start of year
- $5,379,183
- Total assets, end of year
- $5,288,575
- Total liabilities, end of year
- $198,191
- Net assets, end of year
- $5,090,384
- Fair market value of assets
- $9,836,663
- Qualifying distributions
- $466,080
- Net investment income
- $223,878
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SARAH STERLING 29 WASHINGTON SQUARE, SALEM, MA 01970 | EXECUTIVE DIRECTOR | 40 | $120,809 | $25,804 |
| KARA FIRESTONE 29 WASHINGTON SQUARE, SALEM, MA 01970 | RESIDENT CARE DIRECT Highest-paid employee | 32 | $82,044 | $0 |
| MARCILLUS DUNCAN 29 WASHINGTON SQUARE, SALEM, MA 01970 | DINING SERVICES COOR Highest-paid employee | 40 | $78,949 | $3,113 |
| SHERRY LEONARD 29 WASHINGTON SQUARE, SALEM, MA 01970 | DIRECTOR OF SALES Highest-paid employee | 32 | $73,931 | $26,661 |
| JOHN MCINTIRE 29 WASHINGTON SQUARE, SALEM, MA 01970 | MAINTENANCE COORDINA Highest-paid employee | 40 | $62,155 | $650 |
| SUZANNE CARR 29 WASHINGTON SQUARE, SALEM, MA 01970 | ASSISTED LIVING COOR Highest-paid employee | 32 | $49,329 | $25,999 |
| JACK FARADY 29 WASHINGTON SQUARE, SALEM, MA 01970 | DIRECTOR | 1 | $0 | $0 |
| ROBERT MAZZARINO 29 WASHINGTON SQUARE, SALEM, MA 01970 | DIRECTOR (THROUGH JUNE 2024) | 1 | $0 | $0 |
| EMILY LOPEZ 29 WASHINGTON SQUARE, SALEM, MA 01970 | CLERK/DIRECTOR | 1 | $0 | $0 |
| CATHY FAVREAU 29 WASHINGTON SQUARE, SALEM, MA 01970 | VP/DIRECTOR | 1 | $0 | $0 |
| JONATHAN CURTIS 29 WASHINGTON SQUARE, SALEM, MA 01970 | PRESIDENT/DIRECTOR | 1 | $0 | $0 |
| TOM EGAN 29 WASHINGTON SQUARE, SALEM, MA 01970 | DIRECTOR (THROUGH JUNE 2024) | 1 | $0 | $0 |
| SALLY PLAUCHE 29 WASHINGTON SQUARE, SALEM, MA 01970 | DIRECTOR | 1 | $0 | $0 |
| ERIKA HERRERA 29 WASHINGTON SQUARE, SALEM, MA 01970 | FINANCE DIRECTOR | 12 | $0 | $0 |
| CAROL HEDSTROM 29 WASHINGTON SQUARE, SALEM, MA 01970 | DIRECTOR | 1 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATTHEW CORNELL 29 WASHINGTON SQUARE, SALEM, MA 01970 | DIRECTOR | 1 | $0 |
| CHRISTOPHER BOOTH 29 WASHINGTON SQUARE, SALEM, MA 01970 | TREASURER /DIRECTOR | 1 | $0 |
| LISA DIGIANNI 29 WASHINGTON SQUARE, SALEM, MA 01970 | DIRECTOR (APPT. JUNE 2024) | 1 | $0 |
| MARGARET DILLON 29 WASHINGTON SQUARE, SALEM, MA 01970 | DIRECTOR (APPT. JUNE 2024) | 1 | $0 |
990-PF for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SARAH STERLING 29 WASHINGTON SQUARE, SALEM, MA 01970 | EXECUTIVE DIRECTOR | 40 | $107,621 | $21,540 |
| SHERRY LEONARD 29 WASHINGTON SQUARE, SALEM, MA 01970 | DIRECTOR OF SALES Highest-paid employee | 40 | $93,588 | $4,149 |
| MARCILLUS DUNCAN 29 WASHINGTON SQUARE, SALEM, MA 01970 | DINING SERVICES COOR Highest-paid employee | 40 | $83,534 | $3,273 |
| TRACY CURTIS 29 WASHINGTON SQUARE, SALEM, MA 01970 | ACTIVITIES & VOLUNTE Highest-paid employee | 40 | $57,346 | $2,047 |
| ELAINE GRANT 29 WASHINGTON SQUARE, SALEM, MA 01970 | RESIDENT CARE DIRECT Highest-paid employee | 40 | $54,895 | $4,223 |
| SUZANNE CARR 29 WASHINGTON SQUARE, SALEM, MA 01970 | ASSISTED LIVING COOR Highest-paid employee | 32 | $52,290 | $21,459 |
| JACK FARADY 29 WASHINGTON SQUARE, SALEM, MA 01970 | DIRECTOR | 1 | $0 | $0 |
| ROBERT MAZZARINO 29 WASHINGTON SQUARE, SALEM, MA 01970 | TREASURER (THRU JUNE 2023)/DIRECTOR | 1 | $0 | $0 |
| EMILY LOPEZ 29 WASHINGTON SQUARE, SALEM, MA 01970 | CLERK/DIRECTOR | 1 | $0 | $0 |
| CATHY FAVREAU 29 WASHINGTON SQUARE, SALEM, MA 01970 | DIRECTOR & VP | 1 | $0 | $0 |
| JONATHAN CURTIS 29 WASHINGTON SQUARE, SALEM, MA 01970 | PRESIDENT/DIRECTOR | 1 | $0 | $0 |
| TOM EGAN 29 WASHINGTON SQUARE, SALEM, MA 01970 | DIRECTOR | 1 | $0 | $0 |
| SALLY PLAUCHE 29 WASHINGTON SQUARE, SALEM, MA 01970 | DIRECTOR | 1 | $0 | $0 |
| ERIKA HERRERA 29 WASHINGTON SQUARE, SALEM, MA 01970 | FINANCE DIRECTOR | 12 | $0 | $0 |
| CAROL HEDSTROM 29 WASHINGTON SQUARE, SALEM, MA 01970 | DIRECTOR | 1 | $0 | $0 |
| MATT CORNELL 29 WASHINGTON SQUARE, SALEM, MA 01970 | DIRECTOR | 1 | $0 | $0 |
| CHRISTOPHER BOOTH 29 WASHINGTON SQUARE, SALEM, MA 01970 | TREASURER /DIRECTOR (APPT JUNE 2023) | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 29 WASHINGTON SQ, SALEM, MA 01970-4014
- Signed the 990-PF
- SUSAN SYVERSEN, CURRENT TREASURER
- Phone
- (978) 744-1002
- Website
- WWW.BERTRAMHOUSE.ORG
- Return prepared by
- EAG NEW ENGLAND LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-2103743
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1942
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Housing and shelter (L22Z)
- Assets (IRS master file)
- $5,288,575
- Income (IRS master file)
- $2,781,452
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $2,221,574 | $2,455,025 | $5,288,575 | XML |
| 990-PF | December 2023 | $2,242,100 | $2,486,210 | $5,379,183 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2103743).
Questions about JOHN BERTRAM HOUSE INC
- What is the EIN of JOHN BERTRAM HOUSE INC?
- The employer identification number (EIN) of JOHN BERTRAM HOUSE INC is 04-2103743.
- Is JOHN BERTRAM HOUSE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1942.
- Are donations to JOHN BERTRAM HOUSE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does JOHN BERTRAM HOUSE INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN BERTRAM HOUSE INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOHN BERTRAM HOUSE INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of JOHN BERTRAM HOUSE INC?
- The 990-PF for the year ended December 31, 2024 lists 19 people; 6 received compensation from the organization, the highest $120,809 (SARAH STERLING, EXECUTIVE DIRECTOR).
- How much revenue does JOHN BERTRAM HOUSE INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,221,574, expenses of $2,455,025 and total assets of $5,288,575 at year end.
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