Civic Intelligence

The John Bertram House of Swampscott Inc

EIN 04-3295922 • 501(c)3 • Swampscott, MA

View Organization Page

Profile

To maintain, support and operate on a non-profit basis a residential home for persons of low and moderate income, including the provision of congregate living facilities designed to foster the physical and emotional security of the residents.

565 Humphrey StreetSwampscott, MA 01907

www.bertramhouse.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

89th percentile

0.82x

Higher debt load relative to assets than 89% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

82nd percentile

0.84x

Higher debt load relative to revenue than 82% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

33rd percentile

-1.1%

Higher net margin than 33% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

81st percentile

$238,222

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

25th percentile

-3.0%

Faster asset growth than 25% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

42nd percentile

3.1%

Faster revenue growth than 42% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$5,489,984

Down $168,204 (-3.0%) from 2023

Liabilities

Down

$4,476,337

Down $107,752 (-2.4%) from 2023

Net Assets

Down

$1,013,647

Down $60,452 (-5.6%) from 2023

Operations
Liabilities / Revenue82nd percentileNet Margin33rd percentile

Revenue

Up

$5,321,320

Up $159,541 (+3.1%) from 2023

Expenses

Up

$5,381,772

Up $327,703 (+6.5%) from 2023

Net Income

Down

-$60,452

Down $168,162 (-156%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0-$5.0MAssets 2011: $8,131,408Liabilities 2011: $8,593,150Net Assets 2011: -$461,7422011Assets 2012: $7,925,842Liabilities 2012: $8,805,502Net Assets 2012: -$879,6602012Assets 2013: $7,711,968Liabilities 2013: $8,055,024Net Assets 2013: -$343,0562013Assets 2014: $7,306,127Liabilities 2014: $7,280,505Net Assets 2014: $25,6222014Assets 2015: $7,015,809Liabilities 2015: $6,788,616Net Assets 2015: $227,1932015Assets 2016: $6,929,561Liabilities 2016: $6,378,834Net Assets 2016: $550,7272016Assets 2017: $6,739,824Liabilities 2017: $6,025,831Net Assets 2017: $713,9932017Assets 2018: $6,181,611Liabilities 2018: $5,587,341Net Assets 2018: $594,2702018Assets 2019: $5,832,919Liabilities 2019: $5,221,355Net Assets 2019: $611,5642019Assets 2020: $5,680,440Liabilities 2020: $5,485,188Net Assets 2020: $195,2522020Assets 2021: $5,639,659Liabilities 2021: $4,681,967Net Assets 2021: $957,6922021Assets 2022: $5,739,300Liabilities 2022: $4,731,408Net Assets 2022: $1,007,8922022Assets 2023: $5,658,188Liabilities 2023: $4,584,089Net Assets 2023: $1,074,0992023Assets 2024: $5,489,984Liabilities 2024: $4,476,337Net Assets 2024: $1,013,6472024

Highlighted filing

2024

Assets$5,489,984
Liabilities$4,476,337
Net Assets$1,013,647
Open 2024 Filing

Operations Trend

Revenue Growth42nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $4,145,178Expenses 2011: $4,010,554Net Income 2011: $134,6242011Revenue 2012: $4,300,725Expenses 2012: $4,104,232Net Income 2012: $196,4932012Revenue 2013: $4,550,305Expenses 2013: $4,125,003Net Income 2013: $425,3022013Revenue 2014: $4,633,164Expenses 2014: $4,248,648Net Income 2014: $384,5162014Revenue 2015: $4,672,358Expenses 2015: $4,397,946Net Income 2015: $274,4122015Revenue 2016: $4,835,964Expenses 2016: $4,545,304Net Income 2016: $290,6602016Revenue 2017: $4,847,643Expenses 2017: $4,758,183Net Income 2017: $89,4602017Revenue 2018: $4,649,960Expenses 2018: $4,622,621Net Income 2018: $27,3392018Revenue 2019: $4,475,337Expenses 2019: $4,545,976Net Income 2019: -$70,6392019Revenue 2020: $4,199,258Expenses 2020: $4,627,303Net Income 2020: -$428,0452020Revenue 2021: $5,104,223Expenses 2021: $4,219,404Net Income 2021: $884,8192021Revenue 2022: $4,913,328Expenses 2022: $4,807,599Net Income 2022: $105,7292022Revenue 2023: $5,161,779Expenses 2023: $5,054,069Net Income 2023: $107,7102023Revenue 2024: $5,321,320Expenses 2024: $5,381,772Net Income 2024: -$60,4522024

Highlighted filing

2024

Revenue$5,321,320
Expenses$5,381,772
Net Income-$60,452
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$5,489,984
Liabilities
$4,476,337
Net assets
$1,013,647
Revenue
$5,321,320
Expenses
$5,381,772
Net income
-$60,452
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.49$4.48$1.01$5.32$5.38$0.06
2023Detailed filing. Detailed filing data is available for this year.$5.66$4.58$1.07$5.16$5.05$0.11
2022Detailed filing. Detailed filing data is available for this year.$5.74$4.73$1.01$4.91$4.81$0.11
2021Detailed filing. Detailed filing data is available for this year.$5.64$4.68$0.96$5.10$4.22$0.88
2020Detailed filing. Detailed filing data is available for this year.$5.68$5.49$0.20$4.20$4.63$0.43
2019Detailed filing. Detailed filing data is available for this year.$5.83$5.22$0.61$4.48$4.55$0.07
2018Detailed filing. Detailed filing data is available for this year.$6.18$5.59$0.59$4.65$4.62$0.03
2017Detailed filing. Detailed filing data is available for this year.$6.74$6.03$0.71$4.85$4.76$0.09
2016Detailed filing. Detailed filing data is available for this year.$6.93$6.38$0.55$4.84$4.55$0.29
2015Detailed filing. Detailed filing data is available for this year.$7.02$6.79$0.23$4.67$4.40$0.27
2014Detailed filing. Detailed filing data is available for this year.$7.31$7.28$0.03$4.63$4.25$0.38
2013Detailed filing. Detailed filing data is available for this year.$7.71$8.06$0.34$4.55$4.13$0.43
2012Summary only. Only limited summary data is available for this year.$7.93$8.81$0.88$4.30$4.10$0.20
2011Summary only. Only limited summary data is available for this year.$8.13$8.59$0.46$4.15$4.01$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 10, 2025
Return Version
2024v5.2
Gross Receipts
$5,331,148
Mission and Program Overview

Mission

To maintain, support and operate on a non-profit basis a residential home for persons of low and moderate income, including the provision of congregate living facilities designed to foster the physical and emotional security of the residents.

Operation of an assisted living facility.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,583,003$4,460,069▼ $122,934
Savings and Temporary Cash Investments$508,870$608,580▲ $99,710
Prepaid Expenses and Deferred Charges$197,935$199,724▲ $1,789
Cash and Non-Interest-Bearing Accounts$254,142$159,224▼ $94,918
Accounts Receivable$83,638$62,387▼ $21,251
Total Assets$5,658,188$5,489,984▼ $168,204
Other Assets Total$30,600$0▼ $30,600
Liabilities
Tax Exempt Bond Liabilities$3,016,004$2,926,366▼ $89,638
Other Liabilities$1,137,707$1,128,624▼ $9,083
Accounts Payable and Accrued Expenses$416,064$371,963▼ $44,101
Deferred Revenue$14,314$49,384▲ $35,070
Total Liabilities$4,584,089$4,476,337▼ $107,752
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,074,099$1,013,647▼ $60,452
Total Net Assets Fund Balance$1,074,099$1,013,647▼ $60,452
Total Liabilities and Net Assets / Fund Balance$5,658,188$5,489,984▼ $168,204

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,169,103$4,819,812$7,988,915
Land$1,122,195-$1,122,195
Equipment$139,959$299,636$439,595
Other Land Buildings$28,812$175,341$204,153
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joshua MacquarrieExecutive Director (thru 12/19/24)FT$145,413$92,809$238,222
Alexandra ContiResident Care DirectorFT$142,832$41,430$184,262
Patrick PalermoWellness NurseFT$116,862$1,300$118,162
Augustina M EbegbueReminiscence CoordinatorFT$102,377$9,745$112,122
Erika HerreraFinance DirectorPT$101,860-$101,860

Board Members and Trustees

NameTitle
Jonathan CurtisPresident/director
Emily LopezClerk/director
Carol HedstromDirector
Jack FaradyDirector
Matt CornellDirector
Sally PlaucheDirector
Lisa DigianniDirector (as of 6/24)
Margaret DillonDirector (as of 6/24)
Robert MazzarinoDirector (thru 6/24)
Tom EganDirector (thru 6/24)
Christopher BoothTreasurer/director
Cathy FavreauVP/director

Highest Paid Contractors

ContractorServicesLocationCompensation
Sunrise Senior Living Management INCManagement7902 WESTPARK DRIVE, Mclean, VA 22102$119,764
Revenue and Support

Revenue Composition

Contributions and Grants
$20,975
Program Service Revenue
$5,284,443
Investment Income
$15,902
Other Revenue
$0
All Other Contributions
$20,975
Change in Net Assets
$-60,452

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,321,320
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$5,321,320
Total Revenue per Form 990
$5,321,320
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,566,718
Other Expenses$1,815,054
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,533,491$185,086-$2,718,577
Other Employee Benefits$280,329$40,192-$320,521
Occupancy$187,391$131,625-$319,016
Depreciation Depletion$305,988--$305,988
Current Officers, Directors, Trustees, and Key Employees-$253,454-$253,454
Payroll Taxes$212,198$39,080-$251,278
Insurance-$167,754-$167,754
Fees for Services Management-$119,764-$119,764
Interest-$97,732-$97,732
Fees for Services Accounting-$49,130-$49,130
All Other Expenses-$47,461-$47,461
Other Expenses$79,413$35,951-$35,951
Fees for Services Other-$33,057-$33,057
Information Technology-$29,488-$29,488
Pension Plan Contributions$22,888--$22,888
Office Expenses-$10,287-$10,287
Advertising-$5,023-$5,023
Travel-$792-$792
Fees for Services Legal-$120-$120
Total Functional Expenses$4,110,576$1,271,196$0$5,381,772

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,381,772
Total Expenses per Audited Statements$5,381,772
Total Expenses per Form 990$5,381,772
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to the John Bertram House, Inc.$1,116,624
Deposits$12,000

Bond Issues

BondIssuerIssuedIssue PricePurpose
AMassachusetts Development Finance Agency2012-07-26$6,500,000REFINANCE EXISTING DEBT

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$6,500,000$6,384,858-$115,142

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
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 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The executive director is an employee of a management company, sunrise senior living, that provides services to the organization. He directly supervises the management team and general operations of the facility. He is responsible for reporting directly to the board of directors. His salary and benefits are paid by the management company and are reimbursed by the organization. He also receives a bonus which is paid directly by the organization.”

Form 990, Part VI, Section A, Line 8B

“During 2024, all committees documented their meetings except for the executive committee.”

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

“Prior to filing the form 990, it is reviewed by the treasurer and director of finance and administration.”

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

“At each quarterly board of trustee meeting, the president of the board asks if there are any conflicts of interest between any trustees.”

Form 990, Part VI, Section B, Line 15

“The executive committee meets and approves compensation for the executive director and uses comparable data from other assisted living facilities. However, no written documentation of the process was maintained in 2024.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public except as required by irs regulations.”

Filing and Contact Details

Filer

Filer Name
The John Bertram House of Swampscott
EIN
04-3295922
Phone
7815951991
Address
565 HUMPHREY STREET, SWAMPSCOTT, MA 01907

Signing Officer

Name
Susan Syversen
Title
Current Treasurer
Phone
7815951991
Signed
2025-09-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jonathan Curtis
Formed
1995
Legal Domicile
Ma
Voting Board Members
10
Independent Board Members
10
Employees
79
Volunteers
20

Preparer

Firm
Eag New England LLC
Address
160 FEDERAL STREET 9TH FLOOR, BOSTON, MA 02110
Preparer
Eugene Borgonzi
Phone
6172276161
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“Finance committee this process has not changed from the prior year.”

FORM 990, PART I, LINE 6:

“Volunteers provide activities and companionship for our residents.”

Financial Statement Notes

PART X, LINE 2:

“The organization is subject to the provisions of financial accounting standards board's ("fasb") accounting standards codification ("asc") topic 740, income taxes, as it relates to accounting and reporting for uncertainty in income taxes. Because of the organization's general tax-exempt status, management believes asc topic 740 has not had, and is not anticipated to have, a material impact on the organization's financial statements.”

Raw XML AppendixShowing 400 of 689 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.

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IRS990/Form990PartVIISectionAGrp/PersonNm4JONATHAN CURTIS
IRS990/Form990PartVIISectionAGrp/PersonNm5TOM EGAN
IRS990/Form990PartVIISectionAGrp/PersonNm6JACK FARADY
IRS990/Form990PartVIISectionAGrp/PersonNm7CAROL HEDSTROM
IRS990/Form990PartVIISectionAGrp/PersonNm8MATT CORNELL
IRS990/Form990PartVIISectionAGrp/PersonNm9CHRISTOPHER BOOTH
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IRS990/Form990PartVIISectionAGrp/PersonNm11MARGARET DILLON
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IRS990/Form990PartVIISectionAGrp/PersonNm13ERIKA HERRERA
IRS990/Form990PartVIISectionAGrp/PersonNm14ALEXANDRA CONTI
IRS990/Form990PartVIISectionAGrp/PersonNm15PATRICK PALERMO
IRS990/Form990PartVIISectionAGrp/PersonNm16AUGUSTINA M EBEGBUE
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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT/DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9TREASURER/DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR (AS OF 6/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DIRECTOR (THRU 12/19/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt13FINANCE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14RESIDENT CARE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15WELLNESS NURSE
IRS990/Form990PartVIISectionAGrp/TitleTxt16REMINISCENCE COORDINATOR
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