Nonprofit · EIN 20-1590379
JHA ASSISTED LIVING INC
Tax-exempt · PORTLAND, ME 04103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990 | $14,409,946 | $13,550,489 | $859,457 | $19,916,449 | $46,113,172 | -$26,196,723 |
| April 30, 2024 | 990 | $12,176,616 | $12,284,036 | -$107,420 | $18,530,918 | $45,587,098 | -$27,056,180 |
| April 30, 2023 | 990 | $7,619,958 | $8,642,637 | -$1,022,679 | $14,958,138 | $41,906,898 | -$26,948,760 |
Financial details: 990 for the year ended April 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $14,409,946
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $6,401
- Occupancy
- $1,295,880
- Depreciation
- $911,640
- Program services (functional)
- $10,931,987
- Management and general (functional)
- $2,618,502
Balance sheet and other
- Total assets, start of year
- $18,530,918
- Total assets, end of year
- $19,916,449
- Total liabilities, end of year
- $46,113,172
- Net assets, end of year
- -$26,196,723
- Land, buildings and equipment
- $7,140,311
- Net assets without donor restrictions
- -$26,196,723
- Gross receipts
- $14,409,946
- Employees
- 0
- Volunteers
- 12
- Year formed
- 1996
- State of legal domicile
- ME
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 April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KATHRYN CALLNAN | PRESIDENT/CEO/TRUSTEE Trustee or director, Officer | 10 | $0 | $495,870 | $47,281 |
| TIMOTHY JALBERT | CHIEF FINANCIAL OFFICER Officer | 9 | $0 | $250,959 | $37,036 |
| KATHARINE O'NEILL | CHIEF OPERATING OFFICER Officer | 20 | $0 | $233,148 | $42,056 |
| ANGELA HUNT | CHIEF INNOVATIONS OFFICER Officer | 0.5 | $0 | $216,601 | $33,440 |
| SUSAN DIONNE-JONES | DIRECTOR OF NURSING Highest-paid employee | 10 | $0 | $157,894 | $13,821 |
| JUNE O'NEIL | MARKETING REPRESENTATIVE Highest-paid employee | 35 | $0 | $154,246 | $16,542 |
| CHARITA BASIBAS | REGISTERED NURSE Highest-paid employee | 36 | $0 | $130,110 | $24,784 |
| MARK DUTRA | DIRECTOR OF ENV. SERVICES Highest-paid employee | 5.2 | $0 | $119,704 | $23,856 |
| SUSAN JOY | NURSING MANAGER Highest-paid employee | 40 | $0 | $104,368 | $10,651 |
| RICHARD BORTS | CHAIRMAN Trustee or director, Officer | 0.25 | $0 | $0 | $0 |
| GEORGE MARCUS | TREASURER Trustee or director, Officer | 0.25 | $0 | $0 | $0 |
| EDWARD KANE | SECRETARY Trustee or director, Officer | 0.25 | $0 | $0 | $0 |
| PETER FREILINGER | TRUSTEE Trustee or director | 0.25 | $0 | $0 | $0 |
| ELIZABETH GELLER | TRUSTEE Trustee or director | 0.25 | $0 | $0 | $0 |
| SIDNEY GELLER | TRUSTEE Trustee or director | 0.25 | $0 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARRY ZIMMERMAN | TRUSTEE Trustee or director | 0.25 | $0 |
990 for the year ended April 30, 2024: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KATHRYN CALLNAN | PRESIDENT/CEO/TRUSTEE Trustee or director, Officer | 10 | $0 | $469,310 | $46,709 |
| TIMOTHY JALBERT | CHIEF FINANCIAL OFFICER Officer | 12 | $0 | $239,100 | $36,139 |
| KATHARINE O'NEILL | CHIEF OPERATING OFFICER Officer | 14.5 | $0 | $222,454 | $42,462 |
| ANGELA HUNT | CHIEF INNOVATIONS OFFICER Officer | 10.5 | $0 | $209,797 | $33,429 |
| JUNE O'NEILL | MARKETING REPRESENTATIVE Highest-paid employee | 16 | $0 | $147,837 | $12,475 |
| SUSAN DIONNE-JONES | DIRECTOR OF NURSING Highest-paid employee | 20 | $0 | $146,551 | $13,565 |
| HANNAH TEMPLE | INFORMATICS NURSE Highest-paid employee | 20 | $0 | $119,436 | $30,165 |
| MARK DUTRA | DIRECTOR OF ENVIRONMENTAL SERVICES Highest-paid employee | 5 | $0 | $115,002 | $21,798 |
| RICHARD BORTS | CHAIRMAN Trustee or director, Officer | 0.25 | $0 | $0 | $0 |
| GEORGE MARCUS | TREASURER Trustee or director, Officer | 0.25 | $0 | $0 | $0 |
| EDWARD KANE | SECRETARY AS OF 3/2024 Trustee or director, Officer | 0.25 | $0 | $0 | $0 |
| JENNIE CLEGG | TRUSTEE, SECRETARY UNTIL 02/2024 Trustee or director, Officer | 0.25 | $0 | $0 | $0 |
| BARRY ZIMMERMAN | TRUSTEE Trustee or director | 0.25 | $0 | $0 | $0 |
| ELIZABETH GELLER | TRUSTEE Trustee or director | 0.25 | $0 | $0 | $0 |
| SIDNEY GELLER | TRUSTEE Trustee or director | 0.25 | $0 | $0 | $0 |
| PETER FREILINGER | TRUSTEE Trustee or director | 0.25 | $0 | $0 | $0 |
990 for the year ended April 30, 2023: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KATHRYN CALLNAN | PRESIDENT/CEO Trustee or director, Officer | 10 | $0 | $446,125 | $42,164 |
| TIMOTHY JALBERT | CHIEF FINANCIAL OFFICER Officer | 12 | $0 | $223,654 | $33,154 |
| ANGELA HUNT | CHIEF INNOVATIONS OFFICER Officer | 10.5 | $0 | $205,593 | $30,992 |
| KATHARINE O'NEILL | CHIEF OPERATING OFFICER Officer | 14.5 | $0 | $195,807 | $38,693 |
| JUNE O'NEILL | MARKETING REPRESENTATIVE Highest-paid employee | 30 | $0 | $133,223 | $11,718 |
| SYLVIA CORMIER | CONTROLLER Highest-paid employee | 12 | $0 | $112,346 | $17,494 |
| RICHARD BORTS | CHAIRMAN Trustee or director, Officer | 0.25 | $0 | $0 | $0 |
| GEORGE MARCUS | TREASURER Trustee or director, Officer | 0.25 | $0 | $0 | $0 |
| JENNIE CLEGG | SECRETARY Trustee or director, Officer | 0.25 | $0 | $0 | $0 |
| BARRY ZIMMERMAN | TRUSTEE Trustee or director | 0.25 | $0 | $0 | $0 |
| ELIZABETH GELLER | TRUSTEE Trustee or director | 0.25 | $0 | $0 | $0 |
| SIDNEY GELLER | TRUSTEE Trustee or director | 0.25 | $0 | $0 | $0 |
| PETER FREILINGER | TRUSTEE Trustee or director | 0.25 | $0 | $0 | $0 |
| EDWARD KANE | TRUSTEE Trustee or director | 0.25 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 630 OCEAN AVE, PORTLAND, ME 04103-2704
- In care of
- % KATHRYN J CALLNAN
- Principal officer (990 for 2024)
- KATHRYN CALLNAN, 630 OCEAN AVENUE, PORTLAND, ME 04103
- Signed the 990
- KATHRYN CALLNAN, PRESIDENT & CEO
- Phone
- (207) 221-7000
- Website
- WWW.THECEDARSPORTLAND.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
ASSISTED AND INDEPENDENT LIVING FOR ELDERLY.
Program accomplishments
- JHA ASSISTED LIVING WAS ESTABLISHED TO ADDRESS AN IDENTIFIED COMMUNITY NEED FOR ADDITIONAL ASSISTED LIVING SERVICES FOR ELDERLY INDIVIDUALS IN THE AREA AND TO SPECIFICALLY ADDRESS A GAP IN THE CONTINUUM OF CARE PROVIDED BY EXISTING AFFILIATES OF JHA SERVICES. JHA ASSISTED LIVING OPERATES A 30-UNIT ASSISTED LIVING FACILITY (OSHER INN) AS WELL AS A 20-UNIT LUNDER MEMORY CARE HOUSEHOLD. AS OF MAY 1, 2014, JHA ASSISTED LIVING BEGAN OVERSEEING OPERATIONS AT THE ATRIUM AT CEDARS (PREVIOUSLY OPERATED BY ITS AFFILIATE, JHA PROPERTIES), A 61 UNIT COMPLEX OF INDEPENDENT LIVING APARTMENTS, WHICH COMMENCED OPERATIONS IN DECEMBER 1999. THE ATRIUM CONSISTS OF 36 TWO-BEDROOM AND 25 ONE-BEDROOM UNITS WITH AVAILABLE SERVICES INCLUDING MEALS, UTILITIES, EMERGENCY CARE, SECURITY, HOUSEKEEPING, TRANSPORTATION, ACTIVITIES AND PROPERTY MAINTENANCE.Expenses $10,931,987 · revenue $14,409,946
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 April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990 on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990 on file |
IRS record
- EIN
- 20-1590379
- 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
- 2005
- Accounting year ends
- April
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22)
- Assets (IRS master file)
- $19,916,449
- Income (IRS master file)
- $14,409,946
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | April 2025 | $14,409,946 | $13,550,489 | $19,916,449 | XML |
| 990 | April 2024 | $12,176,616 | $12,284,036 | $18,530,918 | XML |
| 990 | April 2023 | $7,619,958 | $8,642,637 | $14,958,138 | XML |
| 990 | April 2022 | $7,038,080 | $7,117,315 | $14,866,848 | IRS |
| 990 | April 2021 | – | – | – | IRS |
| 990 | April 2020 | – | – | – | IRS |
| 990 | April 2019 | – | – | – | IRS |
| 990 | April 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 20-1590379).
Questions about JHA ASSISTED LIVING INC
- What is the EIN of JHA ASSISTED LIVING INC?
- The employer identification number (EIN) of JHA ASSISTED LIVING INC is 20-1590379.
- Is JHA ASSISTED LIVING INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to JHA ASSISTED LIVING INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does JHA ASSISTED LIVING 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 JHA ASSISTED LIVING INC due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JHA ASSISTED LIVING INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended April 2025.
- Who is the principal officer of JHA ASSISTED LIVING INC?
- The 990 for the year ended April 30, 2025 names KATHRYN CALLNAN.
- Who are the officers and directors of JHA ASSISTED LIVING INC?
- The 990 for the year ended April 30, 2025 lists 16 people; 0 received compensation from the organization.
- How much revenue does JHA ASSISTED LIVING INC have?
- On its 990 for the year ended April 30, 2025 it reported revenue of $14,409,946, expenses of $13,550,489 and total assets of $19,916,449 at year end.
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