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John Bertram House Inc

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.

Category: Housing, Shelter / Senior Citizens' Housing/Retirement Communities (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$2.16M (2022)

Expenses
$2.39M (2022)

Total Assets
$5.39M (2022)

Total Liabilities
$194k (2022)

Source: Form 990 tax filings from 2011 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-PF
Revenue
$2,159,937
Expenses
$2,386,042
Net Income
-$226,105
Net Assets
$5,198,033
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,100
0.1%
Interest Revenue $0
Dividends $58,646
2.7%
Sales of Assets $89,696
4.2%
Other Income $2,008,495
93.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $318,882
13.4%
Compensation of Officers* $123,513
5.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,392,387
Total Liabilities $194,354
Net Assets $5,198,033
Compensation
Key Employees and Officers Compensation Other
Sarah Sterling (Executive Director) $123,513 $22,748
Sherry Leonard (Director Of Sales) $92,361 $4,249
Elaine Grant (Resident Care Direct) $88,757 $7,941
Marcillus Duncan (Dining Services Coor) $73,806 $2,972
Tracy Curtis (Activities & Volunte) $55,005 $1,965
John Mcintire (Maintenance Coordina) $52,947 $690
Peter Sullivan (Vice President/Director (Thru 6/2022)) $0 $0
Jack Farady (Director) $0 $0
Robert Mazzarino (Treasurer/Director) $0 $0
Emily Lopez (Clerk/Director) $0 $0
Pauline Crowninshield (Director (Thru 6/2022)) $0 $0
Cathy Favreau (Director (& Vp As Of 6/2022)) $0 $0
Jonathan Curtis (President/Director) $0 $0
Tom Egan (Director) $0 $0
Dan Fox (Director (Thru 6/2022)) $0 $0
Sally Plauche (Director) $0 $0
Erika Herrera (Finance Director) $0 $0
Carol Hedstrom (Director (Appt. 9/2022)) $0 $0
Matt Cornell (Director (Appt. 8/2022)) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,576,814
Expenses
$2,347,778
Net Income
$229,036
Net Assets
$6,050,950
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $270,310
10.5%
Interest Revenue $0
Dividends $56,952
2.2%
Sales of Assets $125,624
4.9%
Other Income $2,123,928
82.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $150,705
6.4%
Compensation of Officers* $117,438
5.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,243,122
Total Liabilities $192,172
Net Assets $6,050,950
Compensation
Key Employees and Officers Compensation Other
Sarah Sterling (Executive Director) $117,438 $22,106
Sherry Leonard (Director Of Sales) $90,445 $4,244
Elaine Grant (Resident Care Direct) $87,086 $7,517
Marcillus Duncan (Dining Services Coor) $69,427 $2,819
Tracy Curtis (Activities & Volunte) $50,160 $40
Suzanne Carr (Assisted Living Coor) $47,253 $20,245
Peter Sullivan (Vice President/Director) $0 $0
Jack Farady (Director) $0 $0
Robert Mazzarino (Treasurer/Director) $0 $0
Emily Lopez (Clerk/Director) $0 $0
Pauline Crowninshield (Director) $0 $0
Cathy Favreau (Director) $0 $0
Jonathan Curtis (President/Director) $0 $0
Kimberly Forman Until 62021 (Director Of Finance And Administration) $0 $0
Tom Egan (Director) $0 $0
Dan Fox (Director) $0 $0
Sally Plauche Appt 62021 (Director) $0 $0
Erika Herrera Hired 62021 (Finance Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,184,137
Expenses
$2,319,280
Net Income
-$135,143
Net Assets
$5,616,150
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $9,450
0.4%
Interest Revenue $0
Dividends $48,823
2.2%
Sales of Assets $86,089
3.9%
Other Income $2,039,775
93.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $219,680
9.5%
Compensation of Officers* $117,810
5.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,058,820
Total Liabilities $442,670
Net Assets $5,616,150
Compensation
Key Employees and Officers Compensation Other
Sarah Sterling (Executive Director) $117,810 $21,264
Sherry Leonard (Director Of Sales) $93,935 $4,386
Elaine Grant (Resident Care Direct) $82,517 $7,273
Marcillus Duncan (Dining Services Coor) $69,586 $2,824
Elizabeth Stone (Activities And Volun) $54,045 $17,999
Anne Tyler (Lead Care Manager) $48,243 $6,299
Peter Sullivan (Vice President/Director) $0 $0
Jack Farady (Director) $0 $0
Robert Mazzarino (Treasurer/Director) $0 $0
Emily Lopez (Clerk/Director) $0 $0
Pauline Crowninshield (Director) $0 $0
Cathy Favreau (Director) $0 $0
Jonathan Curtis (President/Director) $0 $0
Kimberly Forman (Director Of Finance And Administration) $0 $0
Tom Egan (Director) $0 $0
Dan Fox (Director) $0 $0
Jay Adams (Director (Appointed 3/31/20)) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,180,664
Expenses
$2,234,420
Net Income
-$53,756
Net Assets
$5,489,391
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,330
0.1%
Interest Revenue $0
Dividends $52,521
2.4%
Sales of Assets $27,503
1.3%
Other Income $2,098,310
96.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $37,238
1.7%
Compensation of Officers* $107,607
4.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,630,077
Total Liabilities $140,686
Net Assets $5,489,391
Compensation
Key Employees and Officers Compensation Other
Sarah Sterling (Executive Director) $107,607 $20,544
Sherry Leonard (Director Of Sales) $87,266 $4,153
Elaine Grant (Resident Care Direct) $81,710 $7,237
Marcillus Duncan (Dining Services Coor) $63,506 $2,437
Peter Sullivan (Vice President/Director) $0 $0
Jack Farady (Director) $0 $0
Robert Mazzarino (Treasurer/Director) $0 $0
Emily Lopez (Clerk/Director) $0 $0
Pauline Crowninshield (Director) $0 $0
Peter Pitman (Director (Through 6/19)) $0 $0
Cathy Favreau (Director (Appointed 6/19)) $0 $0
Jonathan Curtis (President/Director) $0 $0
Kimberly Forman (Director Of Finance And Administration) $0 $0
Tom Egan (Director) $0 $0
Sam Fox (Director (Resigned 6/19)) $0 $0
Dan Fox (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,213,202
Expenses
$2,234,232
Net Income
-$21,030
Net Assets
$5,202,555
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $50
0.0%
Interest Revenue $0
Dividends $47,483
2.1%
Sales of Assets $66,287
3.0%
Other Income $2,099,382
94.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $68,470
3.1%
Compensation of Officers* $97,690
4.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,326,286
Total Liabilities $123,731
Net Assets $5,202,555
Compensation
Key Employees and Officers Compensation Other
Sarah Sterling (Executive Director) $97,690 $23,154
Sherry Leonard (Director Of Sales) $96,407 $4,473
Elaine Grant (Resident Care Direct) $79,603 $9,208
Marcillus Duncan (Dining Services Coor) $61,362 $1,515
Deb Saulnier (Lead Care Manager) $51,871 $10,024
Dan Fox (President (Through 6/18)/Board Member) $0 $0
Peter Sullivan (Vice President/Board Member) $0 $0
Jack Farady (Treasurer (Through 6/18)/Board Member) $0 $0
Robert Mazzarino (Treasurer (As Of 6/18)/Board Member) $0 $0
Emily Lopez (Clerk (As Of 6/18)/Board Member) $0 $0
Pauline Crowninshield (Clerk (Through 6/18)/Board Member) $0 $0
Peter Pitman (Board Member) $0 $0
James Murphy (Board Member (Through 6/18)) $0 $0
Jonathan Curtis (President (As Of 6/18)/Board Member) $0 $0
Kimberly Forman (Business Manager) $0 $0
Tom Egan (Board Member (As Of 9/18)) $0 $0
Sam Fox (Board Member (As Of 6/18)) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,154,708
Expenses
$2,199,631
Net Income
-$44,923
Net Assets
$5,409,341
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $500
0.0%
Interest Revenue $0
Dividends $38,873
1.8%
Sales of Assets $126,480
5.9%
Other Income $1,988,855
92.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $88,923
4.0%
Compensation of Officers* $121,801
5.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,539,351
Total Liabilities $130,010
Net Assets $5,409,341
Compensation
Key Employees and Officers Compensation Other
Sarah Sterling As Of 217 (Executive Director) $85,917 $21,934
Sherry Leonard (Director Of Sales) $85,162 $2,786
Elaine Grant (Resident Care Direct) $74,746 $8,713
Deb Saulnier (Lead Care Manager) $54,582 $9,649
Elizabeth Stone (Activities & Volunte) $47,764 $22,615
Paula Lancisi Through 117 (Executive Director) $35,884 $892
Dan Fox (President) $0 $0
Peter Sullivan (Vice President) $0 $0
Jack Farady (Treasurer) $0 $0
Robert Mazzarino (Board Member) $0 $0
Emily Lopez (Board Member) $0 $0
Pauline Crowninshield (Clerk) $0 $0
Peter Pitman (Board Member) $0 $0
James Murphy (Board Member) $0 $0
Jonathan Curtis (Board Member) $0 $0
Kimberly Forman (Business Manager) $0 $0
Sarah Stanton Resigned 1217 (Board Member) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,783,447
Expenses
$2,420,882
Net Income
-$637,435
Net Assets
$5,339,818
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $265
0.0%
Interest Revenue $0
Dividends $52,493
2.9%
Sales of Assets $67,270
3.8%
Other Income $1,663,419
93.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $123,623
5.1%
Compensation of Officers* $114,689
4.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,476,676
Total Liabilities $136,858
Net Assets $5,339,818
Compensation
Key Employees and Officers Compensation Other
Paula Lancisi (Executive Director) $114,689 $8,340
Sarah Sterling (Assisted Living Coor) $76,425 $21,147
Sherry Leonard (Director Of Sales) $59,784 $22,322
Mia Manganiello (Dining Services Coor) $57,979 $9,773
Paul Grocki (Maintenance Coordina) $54,272 $7,817
Deb Saulnier (Lead Care Manager) $47,836 $9,094
Dan Fox (President) $0 $0
Peter Sullivan (Vice President) $0 $0
Jack Farady (Treasurer) $0 $0
Robert Mazzarino (Board Member) $0 $0
Emily Lopez (Board Member) $0 $0
Pauline Crowninshield (Clerk) $0 $0
Peter Pitman (Board Member) $0 $0
James Murphy (Board Member) $0 $0
Jonathan Curtis (Board Member) $0 $0
Kimberly Forman (Business Manager) $0 $0
Sarah Stanton (Board Member) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,133,741
Expenses
$2,432,084
Net Income
-$298,343
Net Assets
$5,978,377
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $10,421
0.5%
Interest Revenue $0
Dividends $65,119
3.1%
Sales of Assets $124,802
5.8%
Other Income $1,933,399
90.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $95,719
3.9%
Compensation of Officers* $113,366
4.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,157,688
Total Liabilities $179,311
Net Assets $5,978,377
Compensation
Key Employees and Officers Compensation Other
Paula Lancisi (Executive Director) $113,366 $8,475
Sarah Sterling (Assisted Living Coor) $74,265 $20,562
Paul Grocki (Maintenance Coordina) $69,650 $7,600
Sheila Horgan (Health Care Coordina) $66,389 $950
Deb Saulnier (Lead Care Manager) $50,125 $8,144
Mia Manganiello (Dining Services Coor) $48,204 $8,443
Dan Fox (President) $0 $0
Peter Sullivan (Vice President) $0 $0
Jack Farady (Treasurer) $0 $0
Robert Mazzarino (Board Member) $0 $0
Emily Lopez (Board Member) $0 $0
Pauline Crowninshield (Clerk) $0 $0
Peter Pitman (Board Member) $0 $0
James Murphy (Board Member) $0 $0
Marilou Tingle (Board Member) $0 $0
Kimberly Forman (Business Manager) $0 $0
Peter Seamans (Board Member) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,063,465
Expenses
$2,155,689
Net Income
-$92,224
Net Assets
$6,494,454
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $525
0.0%
Interest Revenue $0
Dividends $63,600
3.1%
Sales of Assets $214,538
10.4%
Other Income $1,784,802
86.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $72,293
3.4%
Compensation of Officers* $111,187
5.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,726,874
Total Liabilities $232,420
Net Assets $6,494,454
Compensation
Key Employees and Officers Compensation Other
Paula Lancisi (Executive Director) $111,187 $8,370
Paul Grocki (Maintenance Coordina) $66,936 $7,355
Sarah Sterling (Assisted Living Coor) $64,699 $20,477
Sheila Horgan (Health Care Coordina) $63,538 $650
Mia Manganiello (Dining Services Coor) $48,917 $7,355
Dan Fox (President) $0 $0
Peter Sullivan (Vice President) $0 $0
Jack Farady (Treasurer) $0 $0
Peter Merry (Board Member) $0 $0
Paul D Simpson (Board Member) $0 $0
Pauline Crowninshield (Clerk) $0 $0
Peter Pitman (Board Member) $0 $0
James Murphy (Board Member) $0 $0
Marilou Tingle (Board Member) $0 $0
Kimberly Forman (Business Manager) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,094,813
Expenses
$2,137,915
Net Income
-$43,102
Net Assets
$6,711,496
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,670
0.1%
Interest Revenue $0
Dividends $61,964
3.0%
Sales of Assets $179,625
8.6%
Other Income $1,850,554
88.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $129,726
6.1%
Compensation of Officers* $103,894
4.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,888,547
Total Liabilities $177,051
Net Assets $6,711,496
Compensation
Key Employees and Officers Compensation Other
Paula Lancisi (Executive Director) $103,894 $10,179
Sarah Sterling (Assisted Living Coor) $67,337 $8,585
Sheila Horgan (Health Care Coordina) $60,475 $650
Mia Manganiello (Dining Services Coor) $53,870 $7,467
Paul Grocki (Maintenance Coordina) $51,432 $7,467
Dan Fox (President) $0 $0
Peter Sullivan (Vice President) $0 $0
Jack Farady (Treasurer) $0 $0
Peter Merry (Board Member) $0 $0
Paul D Simpson (Board Member) $0 $0
Pauline Crowninshield (Clerk) $0 $0
Peter Pitman (Board Member) $0 $0
James Murphy (Board Member) $0 $0
Marilou Tingle (Board Member) $0 $0
Kimberly Forman (Business Manager) $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,117,161
Expenses
$2,143,433
Net Income
-$26,272
Net Assets
$6,498,558
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $25,200
1.2%
Interest Revenue $0
Dividends $73,287
3.5%
Sales of Assets $158,300
7.5%
Other Income $1,860,374
87.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $170,016
7.9%
Compensation of Officers* $101,715
4.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,655,401
Total Liabilities $156,843
Net Assets $6,498,558

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,909,366
Expenses
$2,003,395
Net Income
-$94,029
Net Assets
$6,435,061
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $9,660
0.5%
Interest Revenue $63
0.0%
Dividends $70,803
3.7%
Sales of Assets $90,800
4.8%
Other Income $1,738,040
91.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $148,756
7.4%
Compensation of Officers* $89,751
4.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,578,174
Total Liabilities $143,113
Net Assets $6,435,061

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

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