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Nonprofit · EIN 23-7234527

CONGREGATIONAL RETIREMENT HOMES II INC

Tax-exempt · MELROSE, MA 02176

Financials

$2.8M$1.7M2023$3.2M$1.8M2024
Revenue Expenses · by fiscal year end
Financials of CONGREGATIONAL RETIREMENT HOMES II INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$3,152,150$1,806,030$1,346,120$11,036,477$153,910$10,882,567
June 30, 2024990$2,810,687$1,717,656$1,093,031$9,693,485$157,038$9,536,447
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$3,074,414
Investment income
$77,736
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$405,130
Professional fundraising fees
$0
Accounting fees
$31,402
Depreciation
$274,311
Program services (functional)
$1,774,628
Management and general (functional)
$31,402

Balance sheet and other

Total assets, start of year
$9,693,485
Total assets, end of year
$11,036,477
Total liabilities, end of year
$153,910
Net assets, end of year
$10,882,567
Land, buildings and equipment
$4,087,761
Net assets without donor restrictions
$10,882,567
Gross receipts
$3,152,150
Employees
0
Volunteers
0
Year formed
1972
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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
PAUL PERKINSPRESIDENT & CHARIMAN OF TH
Trustee or director, Officer
1$0
WARD HAMILTONVICE PRESIDENT & TREASURER
Trustee or director, Officer
1$0
ANN AHLINDIRECTOR
Trustee or director
1$0
RICHARD BROWNDIRECTOR
Trustee or director
1$0
DAVID LUCASDIRECTOR
Trustee or director
1$0
DAVID BURNHAMDIRECTOR
Trustee or director
1$0
JANE MACDONALDDIRECTOR
Trustee or director
1$0
CHRISTA EVANSONDIRECTOR
Trustee or director
1$0
DAVID HENRYDIRECTOR
Trustee or director
1$0
JACKIE LAVENDAR BIRDDIRECTOR
Trustee or director
1$0
990 for the year ended June 30, 2024: 11 people
NameTitleHours / weekCompensation
PAUL PERKINSPRESIDENT & CHARIMAN OF TH
Trustee or director, Officer
1$0
WARD HAMILTONVICE PRESIDENT & TREASURER
Trustee or director, Officer
1$0
ANN AHLINSECRETARY
Trustee or director, Officer
1$0
RICHARD BROWNDIRECTOR
Trustee or director
1$0
CONSTANCE FERREIRADIRECTOR
Trustee or director
1$0
DAVID BURNHAMDIRECTOR
Trustee or director
1$0
DAVID LUCASDIRECTOR
Trustee or director
1$0
JANE MACDONALDDIRECTOR
Trustee or director
1$0
GEORGE BIBILOSDIRECTOR
Trustee or director
1$0
CHRISTA EVANSONDIRECTOR
Trustee or director
1$0
DAVID HENRYDIRECTOR
Trustee or director
1$0

Address and contacts

Address (IRS master file)
200 WEST FOSTER STREET, MELROSE, MA 02176-3041
Principal officer (990 for 2024)
PAUL PERKINS, 536 GRANITE STREET, BRAINTREE, MA 02184
Signed the 990
PAUL PERKINS, PRESIDENT
Phone
(781) 665-6334
Return prepared by
NOVOGRADAC & COMPANY LLP

Mission

PROVIDE RETIREMENT HOUSING TO LOW TO MIDDLE INCOME UNDER THE HUD 202/SECTION 8 HOUSING PROGRAMS.

990 for the year ended June 30, 2025

Program accomplishments

  • THE CORPORATION IS A LOW TO MIDDLE INCOME RETIREMENT HOME UNDER THE HUD INSURED MORTGAGE/SECTION 8/SECTION 236 HOUSING PROGRAMS. ALL EXPENSES THAT ARE INCURRED BY THIS CORPORATION ARE FOR THE SOLE PURPOSE OF OPERATING AND MANAGING THIS RETIREMENT HOME.
    Expenses $1,774,628 · revenue $3,074,414

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
23-7234527
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
1972
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$11,036,477
Income (IRS master file)
$3,152,150

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$3,152,150$1,806,030$11,036,477XML
990June 2024$2,810,687$1,717,656$9,693,485XML
990June 2023$2,523,448$1,785,645$8,643,575IRS
990June 2022–––IRS
990June 2021–––IRS
990June 2019–––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 23-7234527).

Questions about CONGREGATIONAL RETIREMENT HOMES II INC

What is the EIN of CONGREGATIONAL RETIREMENT HOMES II INC?
The employer identification number (EIN) of CONGREGATIONAL RETIREMENT HOMES II INC is 23-7234527.
Is CONGREGATIONAL RETIREMENT HOMES II INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
Are donations to CONGREGATIONAL RETIREMENT HOMES II INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does CONGREGATIONAL RETIREMENT HOMES II 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 CONGREGATIONAL RETIREMENT HOMES II INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CONGREGATIONAL RETIREMENT HOMES II INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of CONGREGATIONAL RETIREMENT HOMES II INC?
The 990 for the year ended June 30, 2025 names PAUL PERKINS.
Who are the officers and directors of CONGREGATIONAL RETIREMENT HOMES II INC?
The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does CONGREGATIONAL RETIREMENT HOMES II INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $3,152,150, expenses of $1,806,030 and total assets of $11,036,477 at year end.

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