Nonprofit · EIN 04-2853296
SYMMES LIFE CARE INC
Also known as BROOKHAVEN AT LEXINGTON
Tax-exempt · LEXINGTON, MA 02421
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $38,239,206 | $36,134,038 | $2,105,168 | $238,465,597 | $223,481,648 | $14,983,949 |
| September 30, 2024 | 990 | $39,157,263 | $34,345,643 | $4,811,620 | $219,553,466 | $216,459,736 | $3,093,730 |
| September 30, 2023 | 990 | $33,832,028 | $32,993,310 | $838,718 | $202,636,650 | $217,772,959 | -$15,136,309 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $82,454
- Program service revenue
- $35,166,165
- Investment income
- $2,961,035
- Net rental income
- $3,600
- Net gain from sales of assets
- -$112,992
- Net income from sales of inventory
- $25,234
- Other revenue
- $29,552
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,121,183
- Other salaries and wages
- $11,731,918
- Salaries, compensation and benefits (total)
- $16,206,623
- Professional fundraising fees
- $0
- Legal fees
- $14,888
- Accounting fees
- $85,323
- Occupancy
- $3,113,172
- Travel
- $52,471
- Depreciation
- $7,753,927
- Program services (functional)
- $30,967,449
- Management and general (functional)
- $5,166,589
Balance sheet and other
- Total assets, start of year
- $219,553,466
- Total assets, end of year
- $238,465,597
- Total liabilities, end of year
- $223,481,648
- Net assets, end of year
- $14,983,949
- Land, buildings and equipment
- $104,539,078
- Publicly traded securities
- $105,459,241
- Net assets without donor restrictions
- $12,776,808
- Net assets with donor restrictions
- $2,207,141
- Gross receipts
- $45,761,862
- Employees
- 313
- Volunteers
- 51
- Year formed
- 1984
- 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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAMES M FREEHLING | CEO/PRESIDENT Trustee or director, Officer | 40 | $455,479 | $39,506 |
| SUSANNA KIRKPATRICK | EVP/COO Key employee | 40 | $298,886 | $25,389 |
| ERIN FINN | SVP/CFO Officer | 40 | $261,365 | $14,803 |
| KIMBERLY PRATT | VP/CHRO Key employee | 40 | $161,933 | $38,347 |
| MICHAEL BRENNAN | DIRECTOR OF PLANT MAINTENANCE Highest-paid employee | 40 | $145,588 | $30,009 |
| JOSEPHINE CRONIN | DIRECTOR OF RESIDENT NURSING SERVICES Highest-paid employee | 40 | $166,023 | $9,428 |
| CHRISTOPHER MONTI | DIRECTOR OF DINING SERVICE Highest-paid employee | 40 | $153,938 | $9,709 |
| VANESSA VEGA | DIRECTOR OF ANDOVER ASSISTED CARE Highest-paid employee | 40 | $151,378 | $9,677 |
| KRISTEN KENNEY | DIRECTOR OF MARKETING Highest-paid employee | 40 | $142,675 | $1,087 |
| PAMELA MCNAMARA | CHAIR Trustee or director | 5 | $0 | $0 |
| CHERIE NOE MD | VICE CHAIR Trustee or director | 3 | $0 | $0 |
| NORMAN COHEN | SECRETARY Trustee or director | 3 | $0 | $0 |
| ERIC SCHWARTZ | TREASURER Trustee or director | 5 | $0 | $0 |
| ROBERT COHEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RALPH DUNHAM | TRUSTEE Trustee or director | 1 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GERALD HARRIS MD | TRUSTEE Trustee or director | 1 | $0 |
| JAMES HOYTE | TRUSTEE Trustee or director | 1 | $0 |
| JEANNE KRIEGER | TRUSTEE Trustee or director | 1 | $0 |
| PETER LEE | TRUSTEE Trustee or director | 1 | $0 |
| WALTER LEUTZ PHD | TRUSTEE Trustee or director | 1 | $0 |
| PAMELA MILLER | TRUSTEE Trustee or director | 1 | $0 |
| BURT M PERLMUTTER MD | TRUSTEE Trustee or director | 1 | $0 |
| RODERIC ROLETT | TRUSTEE Trustee or director | 5 | $0 |
| JAMES SHAW | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAMES M FREEHLING | CEO/PRESIDENT Trustee or director, Officer | 40 | $417,831 | $37,643 |
| SUSANNA KIRKPATRICK | EVP/COO Key employee | 40 | $277,595 | $25,145 |
| ERIN FINN | SVP/CFO Officer | 40 | $238,585 | $13,354 |
| MICHAEL BRENNAN | DIRECTOR OF PLANT MAINTENANCE Highest-paid employee | 40 | $145,444 | $29,542 |
| JOSEPHINE CRONIN | DIRECTOR OF NURSING Highest-paid employee | 40 | $163,802 | $9,194 |
| CHRISTOPHER MONTI | DIRECTOR OF DINING SERVICE Highest-paid employee | 40 | $145,220 | $9,181 |
| VANESSA VEGA | DIRECTOR OF ANDOVER ASSISTED CARE Highest-paid employee | 40 | $136,477 | $8,860 |
| KRISTEN KENNEY | DIRECTOR OF MARKETING Highest-paid employee | 40 | $137,293 | $4,416 |
| PAMELA MCNAMARA | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| CHERIE NOE MD | VICE CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| JAMIE KATZ | VICE CHAIR - LEFT BOARD IN FEB. 2024 Trustee or director, Officer | 3 | $0 | $0 |
| NORMAN COHEN | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| ERIC SCHWARTZ | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| CLEVELAND COATS JR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROBERT COHEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RALPH DUNHAM | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GERALD HARRIS MD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JAMES HOYTE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANN HRUBY | TRUSTEE - LEFT BOARD IN DEC. 2023 Trustee or director | 1 | $0 | $0 |
| JEANNE KRIEGER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PETER LEE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| WALTER LEUTZ PHD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PAMELA MILLER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BURT M PERLMUTTER MD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PATRICIA R PERRY | TRUSTEE - LEFT BOARD IN FEB. 2024 Trustee or director | 1 | $0 | $0 |
| RODERIC ROLETT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JAMES SHAW | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended September 30, 2023: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAMES M FREEHLING | CEO/PRESIDENT Trustee or director, Officer | 40 | $399,898 | $34,930 |
| SUSANNA KIRKPATRICK | EVP/COO Key employee | 40 | $265,057 | $23,482 |
| ERIN FINN | SVP/CFO Officer | 40 | $228,072 | $12,282 |
| MICHAEL BRENNAN | DIRECTOR OF PLANT MAINTENANCE Highest-paid employee | 40 | $130,075 | $32,929 |
| JOSEPHINE CRONIN | DIRECTOR OF NURSING Highest-paid employee | 40 | $150,586 | $8,181 |
| LA-KEISHA MILORD | NURSE PRACTITIONER Highest-paid employee | 40 | $139,065 | $19,666 |
| CHRISTOPHER MONTI | DIRECTOR OF DINING SERVICE Highest-paid employee | 40 | $141,586 | $8,638 |
| KRISTEN KENNEY | DIRECTOR OF MARKETING Highest-paid employee | 40 | $131,417 | $6,847 |
| PAMELA MCNAMARA | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| JAMIE KATZ | VICE CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| JAMES HOYTE | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| ERIC SCHWARTZ | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| CLEVELAND COATS JR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| NORMAN COHEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROBERT COHEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RALPH DUNHAM | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GERALD HARRIS MD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANN HRUBY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JEANNE KRIEGER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PETER LEE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| WALTER LEUTZ PHD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHERIE NOE MD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BURT M PERLMUTTER MD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PATRICIA R PERRY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JAMES SHAW | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GILLIAN EMMONS | TRUSTEE- LEFT BOARD IN JUN. 2023 Trustee or director | 1 | $0 | $0 |
| RODERIC ROLETT | TRUSTEE- LEFT BOARD IN FEB. 2023 Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1010 WALTHAM ST STE 600, LEXINGTON, MA 02421-8052
- Principal officer (990 for 2024)
- JAMES M FREEHLING, 1010 WALTHAM STREET 600, LEXINGTON, MA 024218052
- Signed the 990
- JAMES M FREEHLING, CEO/PRESIDENT
- Phone
- (781) 863-9660
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
THE ORGANIZATION PROVIDES HOUSING, MEALS, WELLNESS PROGRAMS, HEALTHCARE, SKILLED NURSING AND OTHER SUPPORT SERVICES TO THE ELDERLY. THE COMMUNITY IS COMPRISED OF 289 INDEPENDENT LIVING UNITS, 49 ASSISTED CARE UNITS, AND A 12 BED MEDICARE LICENSED NURSING FACILITY.BROOKHAVEN HAS A ROBUST SOCIAL ACCOUNTABILITY PROGRAM TO SUPPORT LOCAL COMMUNITY ORGANIZATIONS.
Program accomplishments
- THE INDEPENDENT LIVING PROGRAM SUPPORTS RESIDENTS WHO CAN LIVE IN PRIVATE APARTMENTS INDEPENDENTLY IN A SAFE AND HEALTHY MANNER. HOUSING SUPPORT SERVICES INCLUDE HOUSEKEEPING, LINEN SERVICE, ONE MEAL PER DAY AND AN EMERGENCY CALL SYSTEM. ALL SUPPORTIVE PROGRAMMING ENDEAVORS TO INCORPORATE A WHOLE PERSON WELLNESS APPROACH, I.E. EACH PROGRAM INCLUDES ONE OR MORE OF THE SIX DIMENSIONS OF WELLNESS: PHYSICAL, SOCIAL, VOCATIONAL, EMOTIONAL, INTELLECTUAL AND SPIRITUAL. HEALTHCARE SUPPORT SERVICES INCLUDE AN HOUR PER DAY OF ASSISTANCE WITH DAILY LIVING AS NEEDED BY A PERSONAL CARE ASSISTANT, ON-SITE DOCTOR'S OFFICE HOURS, SUPPORT GROUPS AND PROBLEM SOLVING AROUND ISSUES OF AGING. AT THE FISCAL YEAR-END, THERE WERE 381 WITHIN THIS PROGRAM.Expenses $25,466,283 · revenue $30,215,613
- THE ASSISTED CARE PROGRAM PROVIDES HOUSING AND SUPPORT SERVICES TO RESIDENTS WITH MILD COGNITIVE AND/OR PHYSICAL IMPAIRMENT WHO CAN NOT LIVE INDEPENDENTLY. ALL THE BENEFITS AND PROGRAMMING OF INDEPENDENT LIVING ARE AVAILABLE TO RESIDENTS IN ASSISTED CARE. ADDITIONAL SERVICES INCLUDE THREE MEALS A DAY, BOOKING OF APPOINTMENTS AND TRANSPORTATION, CARE PLANNING, AND MEDICATION MANAGEMENT. THE UNIT IS STAFFED BY A PERSONAL CARE ASSISTANT 24 HOURS PER DAY. A NURSE IS AVAILABLE 24 HOURS PER DAY AND IS RESPONSIBLE FOR INDIVIDUAL CARE PLANNING AND ONGOING MEDICAL CONSULTATION. AT THE FISCAL-YEAR END THERE WERE 47 WITHIN THIS PROGRAM.Expenses $3,373,861 · revenue $3,549,769
- THE SKILLED NURSING FACILITY PROVIDES PRIVATE AND SEMI-PRIVATE ROOM & BOARD ACCOMMODATIONS AND THREE MEALS PER DAY. ALL THE BENEFITS AND PROGRAMMING OF INDEPENDENT LIVING AND ASSISTED CARE ARE AVAILABLE TO RESIDENTS OF THE HEALTH CENTER. ADDITIONAL BENEFITS IN THE HEALTH CENTER INCLUDE 24 HOUR PER DAY SKILLED NURSING CARE, SOCIAL SERVICES, RESTORATIVE THERAPIES, THERAPEUTIC MEALS, ON-SITE ANCILLARY SERVICES, SUCH AS PODIATRY AND LABORATORY SERVICES AND PHYSICIAN SERVICES. ACTIVITIES PROGRAMMING IS BOTH INDIVIDUALIZED AND GROUP ORIENTED. AT THE FISCAL YEAR-END THERE WERE 6 WITHIN THIS PROGRAM.Expenses $2,127,305 · revenue $1,040,186
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 04-2853296
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1987
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P750)
- Assets (IRS master file)
- $238,465,597
- Income (IRS master file)
- $45,761,862
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $38,239,206 | $36,134,038 | $238,465,597 | XML |
| 990 | September 2024 | $39,157,263 | $34,345,643 | $219,553,466 | XML |
| 990 | September 2023 | $33,832,028 | $32,993,310 | $202,636,650 | XML |
| 990 | September 2022 | $31,035,434 | $31,614,495 | $195,262,615 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 04-2853296).
Questions about SYMMES LIFE CARE INC
- What is the EIN of SYMMES LIFE CARE INC?
- The employer identification number (EIN) of SYMMES LIFE CARE INC is 04-2853296.
- Is SYMMES LIFE CARE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to SYMMES LIFE CARE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SYMMES LIFE CARE INC 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 SYMMES LIFE CARE INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SYMMES LIFE CARE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of SYMMES LIFE CARE INC?
- The 990 for the year ended September 30, 2025 names JAMES M FREEHLING.
- Who are the officers and directors of SYMMES LIFE CARE INC?
- The 990 for the year ended September 30, 2025 lists 24 people; 9 received compensation from the organization, the highest $455,479 (JAMES M FREEHLING, CEO/PRESIDENT).
- How much revenue does SYMMES LIFE CARE INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $38,239,206, expenses of $36,134,038 and total assets of $238,465,597 at year end.
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