Nonprofit · EIN 04-2104374
BERKELEY RETIREMENT HOME
Tax-exempt · LAWRENCE, MA 01841
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $3,427,385 | $3,931,477 | -$504,092 | $1,456,412 | $602,107 | $854,305 |
| December 31, 2023 | 990 | $3,588,907 | $3,398,090 | $190,817 | $2,070,351 | $644,139 | $1,426,212 |
| December 31, 2022 | 990 | $2,990,885 | $3,146,401 | -$155,516 | $1,671,093 | $491,749 | $1,179,344 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $166,604
- of which government grants
- $139,161
- Program service revenue
- $3,113,863
- Investment income
- $146,918
- Net gain from sales of assets
- $131,745
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $2,568,233
- Salaries, compensation and benefits (total)
- $2,899,923
- Professional fundraising fees
- $0
- Legal fees
- $4,319
- Accounting fees
- $19,407
- Occupancy
- $248,024
- Depreciation
- $70,785
- Program services (functional)
- $3,378,424
- Management and general (functional)
- $553,053
Balance sheet and other
- Total assets, start of year
- $2,070,351
- Total assets, end of year
- $1,456,412
- Total liabilities, end of year
- $602,107
- Net assets, end of year
- $854,305
- Land, buildings and equipment
- $608,668
- Publicly traded securities
- $394,536
- Net assets without donor restrictions
- $849,101
- Net assets with donor restrictions
- $5,204
- Gross receipts
- $3,720,211
- Employees
- 79
- Volunteers
- 0
- Year formed
- 1942
- State of legal domicile
- MA
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Diane Shikrallah | President Trustee or director, Officer | 2 | $0 |
| George Moriarty | Vice President Trustee or director, Officer | 2 | $0 |
| Alan Dawson | Treasurer Trustee or director, Officer | 2 | $0 |
| Dennis Sweeney | Secretary Trustee or director, Officer | 2 | $0 |
| Christopher Demaine | Member Trustee or director | 2 | $0 |
| Connie Doto | Member Trustee or director | 2 | $0 |
| Paula Drelick | Member Trustee or director | 2 | $0 |
| Kris Fleming | Member Trustee or director | 2 | $0 |
| Jerome A Jozak | Member Trustee or director | 2 | $0 |
| Rev Jeffrey B Snyder | Member Trustee or director | 2 | $0 |
| Robert Perreault | Life Member Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Diane Shikrallah | President Trustee or director, Officer | 2 | $0 |
| George Moriarty | Vice President Trustee or director, Officer | 2 | $0 |
| Alan Dawson | Treasurer Trustee or director, Officer | 2 | $0 |
| Dennis Sweeney | Secretary Trustee or director, Officer | 2 | $0 |
| Peter J Caruso | Member Trustee or director | 2 | $0 |
| Christopher Demaine | Member Trustee or director | 2 | $0 |
| Connie Doto | Member Trustee or director | 2 | $0 |
| Paula Drelick | Member Trustee or director | 2 | $0 |
| Sheila Dunne | Member Trustee or director | 2 | $0 |
| Kris Fleming | Member Trustee or director | 2 | $0 |
| Jerome A Jozak | Member Trustee or director | 2 | $0 |
| Rev Jeffrey B Snyder | Member Trustee or director | 2 | $0 |
| Robert Perreault | Life Member Trustee or director | 2 | $0 |
990 for the year ended December 31, 2022: 20 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Rory Blinn | Administrator Highest-paid employee | 40 | $124,502 |
| Diane Shikrallah | President Trustee or director, Officer | 2 | $0 |
| George Moriarty | Vice President Trustee or director, Officer | 2 | $0 |
| Thomas J Howard | Treasurer Trustee or director, Officer | 2 | $0 |
| John Felci | Assistant Treasurer Trustee or director, Officer | 2 | $0 |
| Robert K Larson | Clerk/Secretary Trustee or director, Officer | 2 | $0 |
| Dr Eric Parthum | Trustee Trustee or director | 2 | $0 |
| Alan Dawson | Trustee Trustee or director | 2 | $0 |
| Peter J Caruso | Trustee Trustee or director | 2 | $0 |
| Connie Doto | Trustee Trustee or director | 2 | $0 |
| Jerome Jozak | Trustee Trustee or director | 2 | $0 |
| Linda Santamaria | Trustee Trustee or director | 2 | $0 |
| Dennis Sweeney | Trustee Trustee or director | 2 | $0 |
| Diane Dickie | Trustee Trustee or director | 2 | $0 |
| Maria Rosati | Trustee Trustee or director | 2 | $0 |
| Robert Perreault | Honorary Trustee Trustee or director | 2 | $0 |
| Kris Fleming | Trustee Trustee or director | 2 | $0 |
| Marc Lehner | Trustee Trustee or director | 2 | $0 |
| Karen Sheehan | Trustee Trustee or director | 2 | $0 |
| RevJeffrey B Snyder | Trustee Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 150 BERKELEY ST, LAWRENCE, MA 01841-1224
- Principal officer (990 for 2024)
- Diane Shikrallah, 150 Berkeley Street, Lawrence, MA 01841
- Signed the 990
- Diane Shikrallah, President
- Phone
- (978) 682-1614
- Website
- www.berkretirement.com
- Return prepared by
- SANNELLA & ASSOCIATES
Mission
None
Program accomplishments
- Skilled Nursing Facility and Retirement Home - The Berkeley Retirement Home, Inc. is dedicated to the excellence of care, the maintenance and restoration of health, the promotion of holistic wellness, the relief of suffering and the belief in the fullness of life and the dignity of the individual through the operation of a 44-bed nursing and retirement home in Lawrence, Massachusetts.Expenses $3,378,424 · revenue $3,113,863
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 04-2104374
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1942
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,456,412
- Income (IRS master file)
- $3,720,211
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $3,427,385 | $3,931,477 | $1,456,412 | XML |
| 990 | December 2023 | $3,588,907 | $3,398,090 | $2,070,351 | XML |
| 990 | December 2022 | $2,990,885 | $3,146,401 | $1,671,093 | XML |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 04-2104374).
Questions about BERKELEY RETIREMENT HOME
- What is the EIN of BERKELEY RETIREMENT HOME?
- The employer identification number (EIN) of BERKELEY RETIREMENT HOME is 04-2104374.
- Is BERKELEY RETIREMENT HOME tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1942.
- Are donations to BERKELEY RETIREMENT HOME tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BERKELEY RETIREMENT HOME file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BERKELEY RETIREMENT HOME 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 BERKELEY RETIREMENT HOME last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of BERKELEY RETIREMENT HOME?
- The 990 for the year ended December 31, 2024 names Diane Shikrallah.
- Who are the officers and directors of BERKELEY RETIREMENT HOME?
- The 990 for the year ended December 31, 2024 lists 11 people; 0 received compensation from the organization.
- How much revenue does BERKELEY RETIREMENT HOME have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $3,427,385, expenses of $3,931,477 and total assets of $1,456,412 at year end.
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