Civic Intelligence

Berkeley Retirement Home Inc

990 • Fiscal year 2018 • EIN 04-2104374

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 05, 2019

Organization ProfileWWW.BERKRETIREMENT.COM

View Organization Page

150 Berkeley StreetLawrence, MA 01841

(978) 682-1614

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

63rd percentile

0.19x

Higher debt load relative to assets than 63% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

60th percentile

0.15x

Higher debt load relative to revenue than 60% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

18th percentile

-13%

Higher net margin than 18% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

65th percentile

$93,486

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

11th percentile

-12%

Faster asset growth than 11% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

35th percentile

-1.7%

Faster revenue growth than 35% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$2,230,113

Down $315,066 (-12%) from 2017

Net Assets

Down

$1,796,276

Down $397,352 (-18%) from 2017

Liabilities

Up

$433,837

Up $82,286 (+23%) from 2017

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin18th percentile

Revenue

Down

$2,814,792

Down $49,149 (-1.7%) from 2017

Expenses

Up

$3,180,925

Up $98,706 (+3.2%) from 2017

Net Income

Down

-$366,133

Down $147,855 (-68%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,267,630Liabilities 2010: $275,850Net Assets 2010: $2,991,7802010Assets 2011: $3,037,137Liabilities 2011: $221,163Net Assets 2011: $2,815,9742011Assets 2012: $3,020,940Liabilities 2012: $359,649Net Assets 2012: $2,661,2912012Assets 2013: $3,125,929Liabilities 2013: $411,008Net Assets 2013: $2,714,9212013Assets 2014: $2,997,024Liabilities 2014: $358,670Net Assets 2014: $2,638,3542014Assets 2015: $2,835,844Liabilities 2015: $339,468Net Assets 2015: $2,496,3762015Assets 2016: $2,715,726Liabilities 2016: $343,324Net Assets 2016: $2,372,4022016Assets 2017: $2,545,179Liabilities 2017: $351,551Net Assets 2017: $2,193,6282017Assets 2018: $2,230,113Liabilities 2018: $433,837Net Assets 2018: $1,796,2762018Assets 2020: $2,268,233Liabilities 2020: $476,047Net Assets 2020: $1,792,1862020Assets 2021: $2,045,687Liabilities 2021: $558,266Net Assets 2021: $1,487,4212021Assets 2022: $1,671,093Liabilities 2022: $491,749Net Assets 2022: $1,179,3442022Assets 2023: $2,070,351Liabilities 2023: $644,139Net Assets 2023: $1,426,2122023Assets 2024: $1,456,412Liabilities 2024: $602,107Net Assets 2024: $854,3052024

Highlighted filing

2018

Assets$2,230,113
Liabilities$433,837
Net Assets$1,796,276
Open 2018 Filing

Operations Trend

Revenue Growth35th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MExpenses 2010: $2,651,5372010Expenses 2011: $2,758,5822011Expenses 2012: $2,785,3902012Revenue 2013: $2,673,817Expenses 2013: $2,788,579Net Income 2013: -$114,7622013Revenue 2014: $3,070,160Expenses 2014: $2,760,111Net Income 2014: $310,0492014Revenue 2015: $2,810,440Expenses 2015: $2,918,647Net Income 2015: -$108,2072015Revenue 2016: $2,694,485Expenses 2016: $2,911,289Net Income 2016: -$216,8042016Revenue 2017: $2,863,941Expenses 2017: $3,082,219Net Income 2017: -$218,2782017Revenue 2018: $2,814,792Expenses 2018: $3,180,925Net Income 2018: -$366,1332018Revenue 2020: $3,136,597Expenses 2020: $3,073,579Net Income 2020: $63,0182020Revenue 2021: $2,741,972Expenses 2021: $3,106,698Net Income 2021: -$364,7262021Revenue 2022: $2,990,885Expenses 2022: $3,146,401Net Income 2022: -$155,5162022Revenue 2023: $3,588,907Expenses 2023: $3,398,090Net Income 2023: $190,8172023Revenue 2024: $3,427,385Expenses 2024: $3,931,477Net Income 2024: -$504,0922024

Highlighted filing

2018

Revenue$2,814,792
Expenses$3,180,925
Net Income-$366,133
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 5, 2019
Return Version
2018v3.1
Gross Receipts
$3,001,935
Mission and Program Overview

Mission

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. The organization's belief is that - "a home is what we will call it and a home it will be throughout all time because our love of god and man has found fit expression."

Dedicated to the excellence of care, the maintenance & restoration of health & holistic wellness.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,287,362$986,524▼ $300,838
Land, Buildings, and Equipment, Net$955,097$844,699▼ $110,398
Savings and Temporary Cash Investments$126,792$161,240▲ $34,448
Accounts Receivable$146,316$147,686▲ $1,370
Cash and Non-Interest-Bearing Accounts$8,762$71,355▲ $62,593
Prepaid Expenses and Deferred Charges$20,850$18,609▼ $2,241
Total Assets$2,545,179$2,230,113▼ $315,066
Liabilities
Accounts Payable and Accrued Expenses$267,683$324,213▲ $56,530
Unsecured Notes Loans Payable$39,850$100,000▲ $60,150
Deferred Revenue$44,018--
Escrow Account Liability-$9,624-
Total Liabilities$351,551$433,837▲ $82,286
Net Assets / Fund Balance
Unrestricted Net Assets$2,193,628$1,796,276▼ $397,352
Total Net Assets Fund Balance$2,193,628$1,796,276▼ $397,352
Total Liabilities and Net Assets / Fund Balance$2,545,179$2,230,113▼ $315,066

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$760,498$2,821,351$3,581,849
Equipment$27,857$554,171$582,028
Other Land Buildings$12,594$46,181$58,775
Land$43,750-$43,750
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseTotal
James DillonAdministrator, Part of YearFT$93,486$93,486
Charles L CarrozzaAdministrator, Part of YearFT$5,885$5,885

Board Members and Trustees

NameTitle
Rev Richard HaleyPresident
Diane ShikrallahVice President
Robert PerreaultHonorary Trustee
Alan DawsonTrustee
Connie DotoTrustee
Diane DickieTrustee
George MoriartyTrustee
Jerome JozakTrustee
John TucarellaTrustee
Kevin SteeleTrustee
Linda SantamariaTrustee
Maria RosatiTrustee
Norman PottsTrustee
Peter J CarusoTrustee
Robert K LarsonTrustee
Dr Eric ParthumAsst. Clerk/secretary
Dennis SweeneyClerk/secretary
John FelciTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$48,505
Program Service Revenue
$2,721,871
Investment Income
$44,416
Other Revenue
$0
All Other Contributions
$48,505
Change in Net Assets
$-366,133

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,814,792
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,814,792
Total Revenue per Form 990
$2,814,792
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,028,006
Other Expenses$1,152,919
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,514,403$110,052-$1,624,455
Occupancy$222,724--$222,724
Payroll Taxes$132,156$18,276-$150,432
Other Employee Benefits$124,730$17,249-$141,979
Depreciation Depletion$104,211$9,140-$113,351
Current Officers, Directors, Trustees, and Key Employees-$99,371-$99,371
Fees for Services Other$21,760$47,328-$69,088
All Other Expenses$56,495$7,520-$64,015
Other Expenses$36,096$299,853-$36,096
Insurance-$35,178-$35,178
Fees for Services Accounting-$24,415-$24,415
Office Expenses-$13,293-$13,293
Pension Plan Contributions$10,306$1,463-$11,769
Fees for Service Investment Mgmnt Fees-$8,445-$8,445
Interest-$5,094-$5,094
Travel-$2,902-$2,902
Advertising-$2,060-$2,060
Total Functional Expenses$2,479,286$701,639$0$3,180,925

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,180,925
Total Expenses per Audited Statements$3,180,925
Total Expenses per Form 990$3,180,925
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Prior to filing with the irs, the executive committee and administrator review the 990. Pertinent information is reviewed with the general board at the next scheduled board meeting.”

Form 990, Part VI, Section B, Line 12C

“All employees are subject to the organization's conflict of interest policy. All employees must disclose all real or apparent conflicts of interest that they discover or that have been brought to their attention in connection with the corporation activities. Determinations of whether a conflict exists are made at the management level and reviewed with the board on an annual basis. The board of directors will then report if there are any conflict of interests that exist within the organization. In addition when an individual is deemed to have a conflict of interest, that individual will abstain from making any motions, voting, executing agreements, or taking any other similar direct action on behalf of the corporation.”

Form 990, Part VI, Section B, Line 15

“An annual review to determine compensation is conducted for all employees including the administrator and other key personal. This review is initiated by the administrator and is then reviewed and approved by the board of directors. To assist us in this process, the report published by massachusetts senior care titled "employment trends in massachusetts nursing facilities" was utilized. This report provided salary information for a variety of nursing home positions and presented the results by county and state wide. In addition, we reached out to another local nursing home and compared our salary structure and rates with theirs. This allowed us the opportunity to ensure that the compensation we pay employees is comparable within our community.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Berkeley Retirement Home Inc
EIN
04-2104374
Phone
9786821614
Address
150 BERKELEY STREET, LAWRENCE, MA 01841

Signing Officer

Name
Rev Richard Haley
Title
President
Phone
9786821614
Signed
2019-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rev Richard Haley
Formed
1942
Legal Domicile
Ma
Voting Board Members
17
Independent Board Members
17
Employees
78
Volunteers
20

Preparer

Firm
Cliftonlarsonallen Llp
Address
300 CROWN COLONY DRIVE SUITE 310, QUINCY, MA 02169
Preparer
John Norman
Phone
6179848100
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 2B:

“Escrow or custodial account liability is for resident funds held by the organziation.”

PART X, LINE 2:

“The organization is a not-for-profit organization that is exempt from federal and state corporate income taxes under section 501 (c) (3) of the internal revenue code ("irc") and is exempt from federal and state income taxes on related income pursuant to section 501 (a) of the irc. Accordingly, no provision for income taxes has been included in the accompanying financial statements. Contributions to the organization are deductible for income tax purposes to the maximum extent allowed under irc.”

Raw XML AppendixShowing 400 of 557 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0267683
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0324213
IRS990/AccountsReceivableGrp/BOYAmt0146316
IRS990/AccountsReceivableGrp/EOYAmt0147686
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0DEDICATED TO THE EXCELLENCE OF CARE, THE MAINTENANCE & RESTORATION OF HEALTH & HOLISTIC WELLNESS.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt02060
IRS990/AdvertisingGrp/TotalAmt02060
IRS990/AllOtherContributionsAmt048505
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt07520
IRS990/AllOtherExpensesGrp/ProgramServicesAmt056495
IRS990/AllOtherExpensesGrp/TotalAmt064015
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/PersonNm0CHARLES CARROZZA
IRS990/BooksInCareOfDetail/PhoneNum09786821614
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0150 BERKELEY STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0LAWRENCE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd001841
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt08762
IRS990/CashNonInterestBearingGrp/EOYAmt071355
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt099371
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt099371
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd01
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt048505
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt044416
IRS990/CYOtherExpensesAmt01152919
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt02721871
IRS990/CYRevenuesLessExpensesAmt0-366133
IRS990/CYSalariesCompEmpBnftPaidAmt02028006
IRS990/CYTotalExpensesAmt03180925
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02814792
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt044018
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt09140
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0104211
IRS990/DepreciationDepletionGrp/TotalAmt0113351
IRS990/Desc0SKILLED NURSING FACILITY & 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.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt078
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountLiabilityGrp/EOYAmt09624
IRS990/ExpenseAmt02479286
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt024415
IRS990/FeesForServicesAccountingGrp/TotalAmt024415
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt047328
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt021760
IRS990/FeesForServicesOtherGrp/TotalAmt069088
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt08445
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt08445
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1940.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/PersonNm0REV RICHARD HALEY
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN FELCI
IRS990/Form990PartVIISectionAGrp/PersonNm2DIANE SHIKRALLAH
IRS990/Form990PartVIISectionAGrp/PersonNm3DENNIS SWEENEY
IRS990/Form990PartVIISectionAGrp/PersonNm4DR ERIC PARTHUM
IRS990/Form990PartVIISectionAGrp/PersonNm5ALAN DAWSON
IRS990/Form990PartVIISectionAGrp/PersonNm6PETER J CARUSO
IRS990/Form990PartVIISectionAGrp/PersonNm7CONNIE DOTO
IRS990/Form990PartVIISectionAGrp/PersonNm8JEROME JOZAK
IRS990/Form990PartVIISectionAGrp/PersonNm9ROBERT K LARSON
IRS990/Form990PartVIISectionAGrp/PersonNm10GEORGE MORIARTY
IRS990/Form990PartVIISectionAGrp/PersonNm11NORMAN POTTS
IRS990/Form990PartVIISectionAGrp/PersonNm12LINDA SANTAMARIA
IRS990/Form990PartVIISectionAGrp/PersonNm13KEVIN STEELE
IRS990/Form990PartVIISectionAGrp/PersonNm14JOHN TUCARELLA
IRS990/Form990PartVIISectionAGrp/PersonNm15MARIA ROSATI
IRS990/Form990PartVIISectionAGrp/PersonNm16DIANE DICKIE
IRS990/Form990PartVIISectionAGrp/PersonNm17ROBERT PERREAULT
IRS990/Form990PartVIISectionAGrp/PersonNm18JAMES DILLON
IRS990/Form990PartVIISectionAGrp/PersonNm19CHARLES L CARROZZA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1893486
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt195885
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3CLERK/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4ASST. CLERK/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17HONORARY TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18ADMINISTRATOR, PART OF YEAR
IRS990/Form990PartVIISectionAGrp/TitleTxt19ADMINISTRATOR, PART OF YEAR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01942
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt015057
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0202200
IRS990/GrossReceiptsAmt03001935
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt035178
IRS990/InsuranceGrp/TotalAmt035178
IRS990/InterestGrp/ManagementAndGeneralAmt05094
IRS990/InterestGrp/TotalAmt05094
IRS990/InvestmentIncomeGrp/ExclusionAmt029359
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt029359
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01287362
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0986524
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03421703
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0955097
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0844699
IRS990/LandBldgEquipCostOrOtherBssAmt04266402
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0187143
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.THE ORGANIZATION'S BELIEF IS THAT - "A HOME IS WHAT WE WILL CALL IT AND A HOME IT WILL BE THROUGHOUT ALL TIME BECAUSE OUR LOVE OF GOD AND MAN HAS FOUND FIT EXPRESSION."
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02193628
IRS990/NetAssetsOrFundBalancesEOYAmt01796276
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt015057
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt015057
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-126816
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0222724
IRS990/OccupancyGrp/TotalAmt0222724
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt013293
IRS990/OfficeExpensesGrp/TotalAmt013293
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt017249
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0124730
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0141979
IRS990/OtherExpensesGrp/Desc0LOSS ON MISAPPROPRIATIO
IRS990/OtherExpensesGrp/Desc1DIETARY
IRS990/OtherExpensesGrp/Desc2ANCILLARIES
IRS990/OtherExpensesGrp/Desc3NURSING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0299853
IRS990/OtherExpensesGrp/ProgramServicesAmt0132533
IRS990/OtherExpensesGrp/ProgramServicesAmt1123872
IRS990/OtherExpensesGrp/ProgramServicesAmt236096
IRS990/OtherExpensesGrp/TotalAmt0299853
IRS990/OtherExpensesGrp/TotalAmt1132533
IRS990/OtherExpensesGrp/TotalAmt2123872
IRS990/OtherExpensesGrp/TotalAmt336096
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0110052
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01514403
IRS990/OtherSalariesAndWagesGrp/TotalAmt01624455
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt018276
IRS990/PayrollTaxesGrp/ProgramServicesAmt0132156
IRS990/PayrollTaxesGrp/TotalAmt0150432
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01463
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt010306
IRS990/PensionPlanContributionsGrp/TotalAmt011769
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt020850
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt018609
IRS990/PrincipalOfficerNm0REV RICHARD HALEY
IRS990/PriorPeriodAdjustmentsAmt095597
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0NET RESIDENT SERVICE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02711761
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02711761
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt036260
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0144301
IRS990/PYOtherExpensesAmt01061089
IRS990/PYOtherRevenueAmt025586
IRS990/PYProgramServiceRevenueAmt02657794
IRS990/PYRevenuesLessExpensesAmt0-218278
IRS990/PYSalariesCompEmpBnftPaidAmt02021130
IRS990/PYTotalExpensesAmt03082219
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02863941
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-366133
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02721871
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0126792
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0161240
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt05000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt033500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt010000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt020000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt068500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt048505
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt036260
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05845
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt013487
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt021571
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0125668
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt029359
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt030834
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt026515
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt047861
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt021624
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0156193
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt029359
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt030834
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt026515
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt047861
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt021624
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0156193
IRS990ScheduleA/InvestmentIncomeCYPct00.01170
IRS990ScheduleA/InvestmentIncomePYPct00.01190
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98320
IRS990ScheduleA/PublicSupportPY509Pct00.98100
IRS990ScheduleA/PublicSupportTotal509Amt013110336
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt05000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt033500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt010000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt020000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt068500
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt02721871
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus1YearAmt02683380
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus2YearsAmt02650039
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus3YearsAmt02293337
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus4YearsAmt02704541
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt013053168
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,230,113
Liabilities
$433,837
Net assets
$1,796,276
Revenue
$2,814,792
Expenses
$3,180,925
Net income
-$366,133
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.46$0.60$0.85$3.43$3.93$0.50
2023Detailed filing. Detailed filing data is available for this year.$2.07$0.64$1.43$3.59$3.40$0.19
2022Detailed filing. Detailed filing data is available for this year.$1.67$0.49$1.18$2.99$3.15$0.16
2021Detailed filing. Detailed filing data is available for this year.$2.05$0.56$1.49$2.74$3.11$0.36
2020Detailed filing. Detailed filing data is available for this year.$2.27$0.48$1.79$3.14$3.07$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.23$0.43$1.80$2.81$3.18$0.37
2017Detailed filing. Detailed filing data is available for this year.$2.55$0.35$2.19$2.86$3.08$0.22
2016Detailed filing. Detailed filing data is available for this year.$2.72$0.34$2.37$2.69$2.91$0.22
2015Detailed filing. Detailed filing data is available for this year.$2.84$0.34$2.50$2.81$2.92$0.11
2014Detailed filing. Detailed filing data is available for this year.$3.00$0.36$2.64$3.07$2.76$0.31
2013Detailed filing. Detailed filing data is available for this year.$3.13$0.41$2.71$2.67$2.79$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.02$0.36$2.66$2.79
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.04$0.22$2.82$2.76
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.27$0.28$2.99$2.65