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Nonprofit · EIN 04-3274643

CHELSEA JEWISH NORTH SHORE ASSISTED LIVING INC

Also known as HARRIETT & RALPH KAPLAN ESTATES

Tax-exempt · PEABODY, MA 01960

Financials

$9.6M$8.6M2023$10.9M$9M2024
Revenue Expenses · by fiscal year end
Financials of CHELSEA JEWISH NORTH SHORE ASSISTED LIVING INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$10,892,684$8,976,020$1,916,664$19,260,662$13,920,627$5,340,035
December 31, 2023990$9,553,135$8,579,945$973,190$19,127,912$15,717,405$3,410,507
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$200
Program service revenue
$10,683,410
Investment income
-$50,161
Net gain from sales of assets
-$122,233
Other revenue
$259,235

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$3,995,127
Salaries, compensation and benefits (total)
$4,545,354
Professional fundraising fees
$0
Legal fees
$10,439
Accounting fees
$43,043
Occupancy
$481,058
Travel
$1,300
Depreciation
$714,439
Program services (functional)
$7,043,375
Management and general (functional)
$1,932,645

Balance sheet and other

Total assets, start of year
$19,127,912
Total assets, end of year
$19,260,662
Total liabilities, end of year
$13,920,627
Net assets, end of year
$5,340,035
Land, buildings and equipment
$11,816,575
Publicly traded securities
$2,094,999
Net assets without donor restrictions
$5,124,947
Net assets with donor restrictions
$215,088
Gross receipts
$11,014,917
Employees
0
Volunteers
1
Year formed
1995
State of legal domicile
MA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
BARRY BERMANCEO EMERITUS/TREASURER
Trustee or director, Officer
1$0$885,154$40,376
ADAM BERMANPRESIDENT & CEO
Trustee or director, Officer
1$0$729,760$47,773
ELIZABETH MULLENCOO & CLERK
Trustee or director, Officer
1$0$297,133$24,305
RONILO ANGLOCHIEF CLINICAL OFFICER
Highest-paid employee
1$0$257,032$36,299
JENNIFER SANTERRECFO
Officer
1$0$249,822$36,101
AMY SANDERSDIRECTOR OF MARKETING
Highest-paid employee
1$0$219,489$20,621
KAREN PETRUCELLIVP CLINICAL QUALITY IMPROVEMENT
Highest-paid employee
1$0$214,011$22,093
MARIA CHAMPACHIEF HUMAN RESOURCE OFFICER
Highest-paid employee
1$0$191,585$16,467
AUSTIN AZETADIRECTOR OF CLINICAL SERVICES
Highest-paid employee
1$0$170,874$20,333
GILDA RICHMANCHAIR
Trustee or director, Officer
1$0$79,810$0
JUDY WEISSDIRECTOR
Trustee or director
1$0$0$0
990 for the year ended December 31, 2023: 11 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
BARRY BERMANCEO EMERITUS/TREASURER
Trustee or director, Officer
1$0$893,369$10,548
ADAM BERMANPRESIDENT & CEO
Trustee or director, Officer
1$0$729,661$21,326
ELIZABETH MULLENCOO & CLERK
Trustee or director, Officer
1$0$292,864$8,407
RONILO ANGLOCHIEF CLINICAL OFFICER
Highest-paid employee
1$0$255,638$20,890
JENNIFER SANTERRECFO
Officer
1$0$208,928$20,813
MARIA CHAMPACHIEF HUMAN RESOURCE OFFICER
Highest-paid employee
1$0$204,322$20,387
KAREN PETRUCELLIVP CLINICAL QUALITY IMPROVEMENT
Highest-paid employee
1$0$208,131$7,906
THERESA HALLIDAY-BURRICHIEF BUSINESS DEVELOPEMENT OFFICER
Highest-paid employee
1$0$195,121$7,219
KATHERINE SANTOSVP OF STRATEGY & OPERATION
Highest-paid employee
1$0$197,110$0
GILDA RICHMANCHAIR
Trustee or director, Officer
1$0$82,682$107
JUDY WEISSDIRECTOR
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
240 LYNNFIELD STREET, PEABODY, MA 01960-5055
Principal officer (990 for 2024)
ADAM BERMAN, 240 LYNNFIELD STREET, PEABODY, MA 01960
Signed the 990
JENNIFER SANTERRE, CFO
Phone
(978) 532-4411
Return prepared by
BAKER TILLY ADVISORY GROUP LP

Mission

TO ENRICH THE LIFE OF EACH OF OUR RESIDENTS AND PROGRAM PARTICIPANTS SO THAT EACH MAY CONTINUE TO LIVE HIS OR HER LIFE WITH A SENSE OF MEANING AND PURPOSE. WE PROVIDE ASSISTED LIVING UNITS FOR OUR TENANTS.

990 for the year ended December 31, 2024

Program accomplishments

  • ASSISTED LIVING - OPERATIONS OF A 134-UNIT ASSISTED LIVING FACILITY IN PEABODY, MA. 40 UNITS WERE SPECIALLY DESIGNED AND DESIGNATED FOR CARE SPECIALIZING IN MEMORY ISSUES.
    Expenses $7,043,375 · revenue $10,942,645

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
04-3274643
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1995
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$19,260,662
Income (IRS master file)
$11,014,917

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$10,892,684$8,976,020$19,260,662XML
990December 2023$9,553,135$8,579,945$19,127,912XML
990December 2022$8,588,347$7,424,892$16,878,545IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3274643).

Questions about CHELSEA JEWISH NORTH SHORE ASSISTED LIVING INC

What is the EIN of CHELSEA JEWISH NORTH SHORE ASSISTED LIVING INC?
The employer identification number (EIN) of CHELSEA JEWISH NORTH SHORE ASSISTED LIVING INC is 04-3274643.
Is CHELSEA JEWISH NORTH SHORE ASSISTED LIVING INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to CHELSEA JEWISH NORTH SHORE ASSISTED LIVING INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does CHELSEA JEWISH NORTH SHORE ASSISTED LIVING INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CHELSEA JEWISH NORTH SHORE ASSISTED LIVING INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CHELSEA JEWISH NORTH SHORE ASSISTED LIVING INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of CHELSEA JEWISH NORTH SHORE ASSISTED LIVING INC?
The 990 for the year ended December 31, 2024 names ADAM BERMAN.
Who are the officers and directors of CHELSEA JEWISH NORTH SHORE ASSISTED LIVING INC?
The 990 for the year ended December 31, 2024 lists 11 people; 0 received compensation from the organization.
How much revenue does CHELSEA JEWISH NORTH SHORE ASSISTED LIVING INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $10,892,684, expenses of $8,976,020 and total assets of $19,260,662 at year end.

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