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Berkeley Retirement Home

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$2.99M (2022)

Expenses
$3.15M (2022)

Total Assets
$1.67M (2022)

Total Liabilities
$492k (2022)

Years with missing data
Source: Form 990 tax filings from 2013 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,990,885
Expenses
$3,146,401
Net Income
-$155,516
Net Assets
$1,179,344
Notable Sources of Revenue Percent of Total Revenue
Contributions $515
0.0%
Program Services $2,966,652
99.2%
Investment Income $1,246
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $22,472
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $124,502
4.0%
Professional Fundraising Fees $0
Other Salaries and Wages $1,786,482
56.8%
Assets/Debt
Total Assets $1,671,093
Total Liabilities $491,749
Net Assets $1,179,344
Compensation
Key Employees and Officers Compensation Related Other
Rory Blinn (Administrator) $124,502 $0 $0
Diane Shikrallah (President) $0 $0 $0
George Moriarty (Vice President) $0 $0 $0
Thomas J Howard (Treasurer) $0 $0 $0
John Felci (Assistant Treasurer) $0 $0 $0
Robert K Larson (Clerk/Secretary) $0 $0 $0
Dr Eric Parthum (Trustee) $0 $0 $0
Alan Dawson (Trustee) $0 $0 $0
Peter J Caruso (Trustee) $0 $0 $0
Connie Doto (Trustee) $0 $0 $0
Jerome Jozak (Trustee) $0 $0 $0
Linda Santamaria (Trustee) $0 $0 $0
Dennis Sweeney (Trustee) $0 $0 $0
Diane Dickie (Trustee) $0 $0 $0
Maria Rosati (Trustee) $0 $0 $0
Robert Perreault (Honorary Trustee) $0 $0 $0
Kris Fleming (Trustee) $0 $0 $0
Marc Lehner (Trustee) $0 $0 $0
Karen Sheehan (Trustee) $0 $0 $0
Rev Jeffrey B Snyder (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,741,972
Expenses
$3,106,698
Net Income
-$364,726
Net Assets
$1,487,421
Notable Sources of Revenue Percent of Total Revenue
Contributions $18,200
0.7%
Program Services $2,655,302
96.8%
Investment Income $20,463
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $48,007
1.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $86,089
2.8%
Professional Fundraising Fees $0
Other Salaries and Wages $1,782,841
57.4%
Assets/Debt
Total Assets $2,045,687
Total Liabilities $558,266
Net Assets $1,487,421
Compensation
Key Employees and Officers Compensation Related Other
Rory Blinn (Administrator) $86,089 $0 $0
Diane Shikrallah (President) $0 $0 $0
George Moriarty (Vice President) $0 $0 $0
Thomas J Howard (Treasurer) $0 $0 $0
John Felci (Assistant Treasurer) $0 $0 $0
Robert K Larson (Clerk/Secretary) $0 $0 $0
Dr Eric Parthum (Trustee) $0 $0 $0
Alan Dawson (Trustee) $0 $0 $0
Peter J Caruso (Trustee) $0 $0 $0
Connie Doto (Trustee) $0 $0 $0
Jerome Jozak (Trustee) $0 $0 $0
Linda Santamaria (Trustee) $0 $0 $0
Dennis Sweeney (Trustee) $0 $0 $0
Diane Dickie (Trustee) $0 $0 $0
Maria Rosati (Trustee) $0 $0 $0
Robert Perreault (Honorary Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,136,597
Expenses
$3,073,579
Net Income
$63,018
Net Assets
$1,792,186
Notable Sources of Revenue Percent of Total Revenue
Contributions $369,925
11.8%
Program Services $2,766,640
88.2%
Investment Income $32
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $107,393
3.5%
Professional Fundraising Fees $0
Other Salaries and Wages $1,797,954
58.5%
Assets/Debt
Total Assets $2,268,233
Total Liabilities $476,047
Net Assets $1,792,186
Compensation
Key Employees and Officers Compensation Related Other
Charles Carrozza (Administrator) $107,393 $0 $0
Rev Dr Richard Haley (President) $0 $0 $0
Diane Shikrallah (Vice President) $0 $0 $0
Alan Dawson (Treasurer) $0 $0 $0
John Felci (Assistant Treasurer) $0 $0 $0
Robert K Larson (Clerk/Secretary) $0 $0 $0
Dr Eric Parthum (Assistant Clerk/Secretary) $0 $0 $0
Robert R Branch (Trustee) $0 $0 $0
Peter J Caruso (Trustee) $0 $0 $0
Connie Doto (Trustee) $0 $0 $0
Thomas J Howard (Trustee) $0 $0 $0
Jerome Jozak (Trustee) $0 $0 $0
George Moriarty (Trustee) $0 $0 $0
Norman Potts (Trustee) $0 $0 $0
Linda Santamaria (Trustee) $0 $0 $0
Dennis Sweeney (Trustee) $0 $0 $0
Diane Dickie (Trustee) $0 $0 $0
Maria Rosati (Trustee) $0 $0 $0
Robert Perreault (Honorary Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,814,792
Expenses
$3,180,925
Net Income
-$366,133
Net Assets
$1,796,276
Notable Sources of Revenue Percent of Total Revenue
Contributions $48,505
1.7%
Program Services $2,721,871
96.7%
Investment Income $29,359
1.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $15,057
0.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $99,371
3.1%
Professional Fundraising Fees $0
Other Salaries and Wages $1,624,455
51.1%
Assets/Debt
Total Assets $2,230,113
Total Liabilities $433,837
Net Assets $1,796,276
Compensation
Key Employees and Officers Compensation Related Other
James Dillon (Administrator, Part Of Year) $93,486 $0 $0
Charles L Carrozza (Administrator, Part Of Year) $5,885 $0 $0
Rev Richard Haley (President) $0 $0 $0
John Felci (Treasurer) $0 $0 $0
Diane Shikrallah (Vice President) $0 $0 $0
Dennis Sweeney (Clerk/Secretary) $0 $0 $0
Dr Eric Parthum (Asst. Clerk/Secretary) $0 $0 $0
Alan Dawson (Trustee) $0 $0 $0
Peter J Caruso (Trustee) $0 $0 $0
Connie Doto (Trustee) $0 $0 $0
Jerome Jozak (Trustee) $0 $0 $0
Robert K Larson (Trustee) $0 $0 $0
George Moriarty (Trustee) $0 $0 $0
Norman Potts (Trustee) $0 $0 $0
Linda Santamaria (Trustee) $0 $0 $0
Kevin Steele (Trustee) $0 $0 $0
John Tucarella (Trustee) $0 $0 $0
Maria Rosati (Trustee) $0 $0 $0
Diane Dickie (Trustee) $0 $0 $0
Robert Perreault (Honorary Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,863,941
Expenses
$3,082,219
Net Income
-$218,278
Net Assets
$2,193,628
Notable Sources of Revenue Percent of Total Revenue
Contributions $36,260
1.3%
Program Services $2,657,794
92.8%
Investment Income $30,834
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $113,467
4.0%
Net Inventory Sales $0
Other Revenue $25,586
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $97,760
3.2%
Professional Fundraising Fees $0
Other Salaries and Wages $1,639,545
53.2%
Assets/Debt
Total Assets $2,545,179
Total Liabilities $351,551
Net Assets $2,193,628
Compensation
Key Employees and Officers Compensation Related Other
James Dillon (Administrator) $97,760 $0 $0
John Felci (President) $0 $0 $0
Alan Dawson (Immediate Past President) $0 $0 $0
Rev Richard Haley (Vice President) $0 $0 $0
Diane Shikrallah (Second Vice President) $0 $0 $0
Scott Martin (Treasurer) $0 $0 $0
Dennis Sweeney (Clerk/Secretary) $0 $0 $0
Dr Eric Parthum (Asst. Clerk/Secretary) $0 $0 $0
Peter J Caruso (Trustee) $0 $0 $0
Connie Doto (Trustee) $0 $0 $0
Jerome Jozak (Trustee) $0 $0 $0
Robert K Larson (Trustee) $0 $0 $0
George Moriarty (Trustee) $0 $0 $0
Norman Potts (Trustee) $0 $0 $0
Linda Santamaria (Trustee) $0 $0 $0
Kevin Steele (Trustee) $0 $0 $0
John Tucarella (Trustee) $0 $0 $0
Maria Rosati (Trustee) $0 $0 $0
Phyllis Byrne (Trustee) $0 $0 $0
Rev Donald Dickerson (Honorary Trustee) $0 $0 $0
Robert Perreault (Honorary Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,694,485
Expenses
$2,911,289
Net Income
-$216,804
Net Assets
$2,372,402
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,845
0.2%
Program Services $2,650,039
98.4%
Investment Income $26,525
1.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $7,800
0.3%
Net Fundraising $0
Sales of Assets -$18,992
Net Inventory Sales $0
Other Revenue $23,268
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $99,147
3.4%
Professional Fundraising Fees $0
Other Salaries and Wages $1,660,321
57.0%
Assets/Debt
Total Assets $2,715,726
Total Liabilities $343,324
Net Assets $2,372,402
Compensation
Key Employees and Officers Compensation Related Other
Jim Dillon (Administrator) $97,542 $0 $13,318
Sherry Verdick (Office Manager) $68,060 $0 $14,896
John Felci (President) $0 $0 $0
Rev Richard Haley (Vice President) $0 $0 $0
Scott Martin (Treasurer) $0 $0 $0
Diane Shikrallah (Clerk/Secretary) $0 $0 $0
Dr Eric Parthum (Assistant Clerk/Secretary) $0 $0 $0
Linda Buell (Member) $0 $0 $0
Peter J Caruso (Member) $0 $0 $0
Alan Dawson (Member) $0 $0 $0
Rick Dewhirst (Member) $0 $0 $0
Connie Doto (Member) $0 $0 $0
Jerome Jozak (Member) $0 $0 $0
Robert K Larson (Member) $0 $0 $0
George Moriarty (Member) $0 $0 $0
Norman Potts (Member) $0 $0 $0
Linda Santamaria (Member) $0 $0 $0
Dennis Sweeney (Member) $0 $0 $0
John Tucarella (Member) $0 $0 $0
Maria Rosati (Women's Board President) $0 $0 $0
Phyllis Byrne (Women's Board Vp) $0 $0 $0
Robert Perreault (Honorary Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,810,440
Expenses
$2,918,647
Net Income
-$108,207
Net Assets
$2,496,376
Notable Sources of Revenue Percent of Total Revenue
Contributions $13,487
0.5%
Program Services $2,770,957
98.6%
Investment Income $47,861
1.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$44,245
Net Inventory Sales $0
Other Revenue $22,380
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $95,941
3.3%
Professional Fundraising Fees $0
Other Salaries and Wages $1,636,812
56.1%
Assets/Debt
Total Assets $2,835,844
Total Liabilities $339,468
Net Assets $2,496,376
Compensation
Key Employees and Officers Compensation Related Other
James Dillon (Administrator) $95,941 $0 $0
Alan Dawson (President) $0 $0 $0
John Felci (Vice President) $0 $0 $0
Rev Richard Haley (Treasurer) $0 $0 $0
Diane Shikrallah (Clerk & Secretary) $0 $0 $0
Dr Eric Parthum (Asst. Clerk & Secretary) $0 $0 $0
Robert Perreault (Trustee) $0 $0 $0
Peter J Caruso (Trustee) $0 $0 $0
Rick Dewhirst (Trustee) $0 $0 $0
John Tucarella (Trustee) $0 $0 $0
Linda Santamaria (Trustee) $0 $0 $0
Scott Martin (Trustee) $0 $0 $0
Dennis Sweeney (Trustee) $0 $0 $0
Robert K Larson (Trustee) $0 $0 $0
Norman Potts (Trustee) $0 $0 $0
Linda Buell (Trustee) $0 $0 $0
Connie Doto (Trustee) $0 $0 $0
Jerome Jozak (Trustee) $0 $0 $0
George Moriarty (Trustee) $0 $0 $0
Phyllis Byrne (Trustee) $0 $0 $0
Maria Rosati (Trustee) $0 $0 $0
Rev Donald Dickerson (Honorary Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,070,160
Expenses
$2,760,111
Net Income
$310,049
Net Assets
$2,638,354
Notable Sources of Revenue Percent of Total Revenue
Contributions $21,571
0.7%
Program Services $2,663,351
86.7%
Investment Income $21,621
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $322,427
10.5%
Net Inventory Sales $0
Other Revenue $41,190
1.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $105,971
3.8%
Professional Fundraising Fees $0
Other Salaries and Wages $1,526,406
55.3%
Assets/Debt
Total Assets $2,997,024
Total Liabilities $358,670
Net Assets $2,638,354
Compensation
Key Employees and Officers Compensation Related Other
James Dillon (Administrator) $93,666 $0 $12,305
Alan Dawson (President) $0 $0 $0
John Felci (Vice President) $0 $0 $0
Rev Richard Haley (Treasurer) $0 $0 $0
Diane Shikrallah (Clerk & Secretary) $0 $0 $0
Dr Eric Parthum (Asst. Clerk & Secretary) $0 $0 $0
Robert Perreault (Trustee) $0 $0 $0
Peter J Caruso (Trustee) $0 $0 $0
Rick Dewhirst (Trustee) $0 $0 $0
John Tucarella (Trustee) $0 $0 $0
Linda Santamaria (Trustee) $0 $0 $0
Scott Martin (Trustee) $0 $0 $0
Dennis Sweeney (Trustee) $0 $0 $0
Robert K Larson (Trustee) $0 $0 $0
Norman Potts (Trustee) $0 $0 $0
Linda Buell (Trustee) $0 $0 $0
Connie Doto (Trustee) $0 $0 $0
Jerome Jozak (Trustee) $0 $0 $0
George Moriarty (Trustee) $0 $0 $0
Phyllis Byrne (Trustee) $0 $0 $0
Maria Rosati (Trustee) $0 $0 $0
Rev Donald Dickerson (Honorary Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,673,817
Expenses
$2,788,579
Net Income
-$114,762
Net Assets
$2,714,921
Notable Sources of Revenue Percent of Total Revenue
Contributions $30,018
1.1%
Program Services $2,541,906
95.1%
Investment Income $17,728
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $66,427
2.5%
Net Inventory Sales $0
Other Revenue $17,738
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $101,112
3.6%
Professional Fundraising Fees $0
Other Salaries and Wages $1,485,599
53.3%
Assets/Debt
Total Assets $3,125,929
Total Liabilities $411,008
Net Assets $2,714,921
Compensation
Key Employees and Officers Compensation Related Other
James Dillon (Administrator Top Management Official) $92,502 $0 $8,610
Alan Dawson (President) $0 $0 $0
Dr Eric Parthum (Asst. Clerk/Secretary) $0 $0 $0
Diane Shikrallah (Clerk/Secretary) $0 $0 $0
Peter J Caruso (Trustee) $0 $0 $0
Robert Perreault (Trustee) $0 $0 $0
Rick Dewhirst (Trustee) $0 $0 $0
John Tucarella (Trustee) $0 $0 $0
John Felci (Vice President) $0 $0 $0
Linda Buell (Treasurer) $0 $0 $0
Rev Richard Haley (Trustee) $0 $0 $0
Norman Potts (Trustee) $0 $0 $0
Maria Rosati (Trustee) $0 $0 $0
Scott Martin (Trustee) $0 $0 $0
Dennis Sweeney (Trustee) $0 $0 $0
Connie Doto (Trustee) $0 $0 $0
Jerome Jozak (Trustee) $0 $0 $0
George Moriarty (Trustee) $0 $0 $0
Anthony Giordano (Asst Vice President) $0 $0 $0
Karen Tobin (Trustee) $0 $0 $0
Cheryl A Parent (Trustee) $0 $0 $0
Dr Roger A Letourneau (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

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