THE JOHN BERTRAM HOUSE OF SWAMPSCOTT INC

EIN: 043295922 501(c)(3) Housing & Shelter

SWAMPSCOTT, MA

Total Revenue
$5,321,320
Total Expenses
$5,381,772
Total Assets
$5,489,984
Net Assets
$1,013,647
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1995
Legal Domicile
MA
Principal Officer
JONATHAN CURTIS
Phone
7815951991
Tax Period
2024-01-01 to 2024-12-31

THE JOHN BERTRAM HOUSE OF SWAMPSCOTT INC, founded in 1995, is a community nonprofit in the Housing & Shelter sector that reported $5.3M in total revenue in fiscal year 2024.

Mission

OPERATION OF AN ASSISTED LIVING FACILITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $20,975
Program Service Revenue $5,284,443
Investment Income $15,902
Other Revenue $0
TOTAL REVENUE $5,321,320

Expense Breakdown

Grants Paid $0
Salaries & Benefits $3,566,718
Fundraising Expenses $0
Program Expenses $4,110,576
Other Expenses $1,815,054
TOTAL EXPENSES $5,381,772

Year-over-Year Comparison

2024 2023 Change
Revenue $5,321,320 $5,161,779 +0.0%
Expenses $5,381,772 $5,054,069 +0.1%
Net Income $-60,452 $107,710 -1.6%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
10
Independent Members
10
Employees
79
Volunteers
20

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$340,082
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
3
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
EMILY LOPEZ CLERK/DIRECTOR 1.00
Officer Director
$0 $0 $0
ROBERT MAZZARINO DIRECTOR (THRU 6/24) 1.00
Director
$0 $0 $0
CATHY FAVREAU VP/DIRECTOR 1.00
Officer Director
$0 $0 $0
SALLY PLAUCHE DIRECTOR 1.00
Director
$0 $0 $0
JONATHAN CURTIS PRESIDENT/DIRECTOR 1.00
Officer Director
$0 $0 $0
TOM EGAN DIRECTOR (THRU 6/24) 1.00
Director
$0 $0 $0
JACK FARADY DIRECTOR 1.00
Director
$0 $0 $0
CAROL HEDSTROM DIRECTOR 1.00
Director
$0 $0 $0
MATT CORNELL DIRECTOR 1.00
Director
$0 $0 $0
CHRISTOPHER BOOTH TREASURER/DIRECTOR 1.00
Officer Director
$0 $0 $0
LISA DIGIANNI DIRECTOR (AS OF 6/24) 1.00
Director
$0 $0 $0
MARGARET DILLON DIRECTOR (AS OF 6/24) 1.00
Director
$0 $0 $0
JOSHUA MACQUARRIE EXECUTIVE DIRECTOR (THRU 12/19/24) 40.00
Officer
$211,818 $26,404 $238,222
ERIKA HERRERA FINANCE DIRECTOR 28.00
Officer
$101,860 $0 $101,860
ALEXANDRA CONTI RESIDENT CARE DIRECTOR 40.00
Highest
$155,543 $28,719 $184,262
PATRICK PALERMO WELLNESS NURSE 40.00
Highest
$116,862 $1,300 $118,162
AUGUSTINA M EBEGBUE REMINISCENCE COORDINATOR 40.00
Highest
$102,377 $9,745 $112,122
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $5,321,320 $5,381,772 $5,489,984 $-60,452
2023 $5,161,779 $5,054,069 $5,658,188 $107,710
2022 $4,913,328 $4,807,599 $5,739,300 $105,729
2021 $5,104,223 $4,219,404 $5,639,659 $884,819
2020 $4,199,258 $4,627,303 $5,680,440 $-428,045
2019 $4,475,337 $4,545,976 $5,832,919 $-70,639
2018 $4,649,960 $4,622,621 $6,181,611 $27,339
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