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THE ORGANIZATION IS A CONTINUING CARE RETIREMENT COMMUNITY.
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2024
Total Revenue
▼$31.8M
Program Spending
91%
of total expenses go to program services
Total Contributions
$328.7K
Total Expenses
▼$30.3M
Total Assets
$154.9M
Total Liabilities
▼$178.8M
Net Assets
-$23.9M
Officer Compensation
→N/A
Other Salaries
$12M
Investment Income
$1.8M
Fundraising
▼N/A
Tax Year 2023 · Source: IRS Form 990, Schedule I (Grants and Other Assistance)
Total grants awarded: $283.4K
| Recipient | Location | Amount | Type | Purpose |
|---|---|---|---|---|
EDGEWOOD SENIOR SOLUTIONS GROUP INC82-4269225 | NORTH ANDOVER, MA | $283.4K | Cash | THE ORGANIZATION MADE A TRANSFER TO ITS RELATED SUPPORTING ORGANIZATION. |
| Total | $283.4K | |||
NORTH ANDOVER, MA
$283.4K
Source: USAspending.gov
No federal awards found for this organization.
USAspending.gov tracks federal grants, cooperative agreements, and other financial assistance. Not all nonprofits receive federal funding.
Source: Federal Audit Clearinghouse (fac.gov)
Total Audits
1
Clean Audits
1
Material Weakness
No
Noncompliance Issues
No
| Year | Status | Financial Report | Federal Expenditure | Low Risk | Accepted |
|---|---|---|---|---|---|
| 2021 | Clean | Unmodified (Clean) | $808.4K | No | 2022-09-29 |
Financial Report
Unmodified (Clean)
Federal Expenditure
$808.4K
Tax Year 2024 · Source: IRS e-Filed Form 990Schedule J available
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Yes
Deductibility code: PC
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2024IRS e-File | $31.8M | $328.7K | $30.3M | $154.9M | -$23.9M |
| 2023IRS e-File | $29.6M | $327.1K | $29.7M | $144.1M | -$28.8M |
| 2022 | $28.5M | $304.5K | $28.3M | $134.2M | -$33M |
| 2021 | $28.1M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
| Tax Year | Form Type | Source | Documents |
|---|---|---|---|
| 2024 | 990 | IRS e-File | PDF not yet published by IRSView Filing → |
| 2023 | 990 | DataIRS e-File | PDF not yet published by IRSView Filing → |
| 2022 | 990 | DataIRS e-File |
Financial data: IRS e-Filed Form 990 (Tax Year 2024)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2024)
Organization info: IRS Business Master File
Tax-deductibility: IRS Publication 78
| Total |
|---|
| Marlene Rotering | President/ceo | 11 | $0 | $766.7K | $62.2K | $828.9K |
| Jane P Sullivan | CFO | 14 | $0 | $354.7K | $33K | $387.7K |
| Elliot Hacker | Treasurer (until 05/2024) | 1 | $0 | $0 | $0 | $0 |
| Camille Miragliotta Daly | Secretary (until 05/2024) | 1 | $0 | $0 | $0 | $0 |
| Thomas Smith | Chair | 1 | $0 | $0 | $0 | $0 |
| Michael D Consoli | Vice Chair | 1 | $0 | $0 | $0 | $0 |
| Marlene Hoyt | Treasurer | 1 | $0 | $0 | $0 | $0 |
| Robin Gorski-Routhier | Secretary | 1 | $0 | $0 | $0 | $0 |
Marlene Rotering
President/ceo
$828.9K
Hrs/Wk
11
Compensation
$0
Related Orgs
$766.7K
Other
$62.2K
Jane P Sullivan
CFO
$387.7K
Hrs/Wk
14
Compensation
$0
Related Orgs
$354.7K
Other
$33K
Elliot Hacker
Treasurer (until 05/2024)
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Camille Miragliotta Daly
Secretary (until 05/2024)
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Thomas Smith
Chair
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Michael D Consoli
Vice Chair
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Marlene Hoyt
Treasurer
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Robin Gorski-Routhier
Secretary
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Kathleen D' Amico | Director Of Marketing | 10 | $197.2K | $0 | $49.2K | $246.4K |
| David Botte | Executive Director | 40 | $212.8K | $0 | $19.9K | $232.7K |
| Roza Khan | House Manager | 60 | $208.2K | $0 | $16.1K |
Kathleen D' Amico
Director Of Marketing
$246.4K
Hrs/Wk
10
Compensation
$197.2K
Related Orgs
$0
Other
$49.2K
David Botte
Executive Director
$232.7K
Hrs/Wk
40
Compensation
$212.8K
Related Orgs
$0
Other
$19.9K
Roza Khan
House Manager
$224.2K
Hrs/Wk
60
Compensation
$208.2K
Related Orgs
$0
Other
$16.1K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Daniel B Cote | Trustee (joined 05/2024) | 1 | $0 | $0 | $0 | $0 |
| George Auclair | Resident Trustee | 1 | $0 | $0 | $0 | $0 |
| Heather Hart | Resident Trustee (joined 02/2024) | 1 | $0 | $0 | $0 | $0 |
| Hollis Young | Resident Trustee | 1 | $0 | $0 | $0 | $0 |
| Kenneth R Feyl | Trustee (joined 05/2024) | 1 | $0 | $0 | $0 | $0 |
| Mark B Johnson Esquire |
Daniel B Cote
Trustee (joined 05/2024)
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
George Auclair
Resident Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Heather Hart
Resident Trustee (joined 02/2024)
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
| $362K |
| $28M |
| $138.1M |
| -$27.7M |
| 2020 | $29.4M | $3M | $27.8M | $134.6M | -$29.6M |
| 2019 | $25.9M | $245.3K | $26.8M | $132.7M | -$32.2M |
| 2018 | $24.7M | $228.4K | $25M | $131.6M | -$33.5M |
| 2017 | $24.1M | $218.4K | $24.2M | $132.3M | -$31.3M |
| 2016 | $23.2M | $215.9K | $24M | $105.1M | -$31.1M |
| 2015 | $22.6M | $213.6K | $23.5M | $104M | -$31.1M |
| 2014 | $21.4M | $188.3K | $22.8M | $101.4M | -$29.8M |
| 2013 | $20.2M | $181.1K | $25M | $102.1M | -$34.2M |
| 2012 | $22.3M | $168.8K | $21.8M | $104.4M | -$4.5M |
| 2011 | $21M | $163.2K | $20.3M | $102.2M | -$5.7M |
| 2021 | 990 | Data |
| 2020 | 990 | Data | PDF not yet published by IRS |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2006 | 990 | — |
| 2005 | 990 | — |
| 2004 | 990 | — |
| 2003 | 990 | — |
| 2002 | 990 | — |
| 2001 | 990 | — |
| 2000 | 990 | — |
| $224.2K |
| Beth Skafas | Administrator | 40 | $165.9K | $0 | $49.4K | $215.4K |
| Robert Coppola | Project Manager | 12 | $198.8K | $0 | $14K | $212.8K |
Beth Skafas
Administrator
$215.4K
Hrs/Wk
40
Compensation
$165.9K
Related Orgs
$0
Other
$49.4K
Robert Coppola
Project Manager
$212.8K
Hrs/Wk
12
Compensation
$198.8K
Related Orgs
$0
Other
$14K
| Trustee (joined 05/2024) |
| 1 |
| $0 |
| $0 |
| $0 |
| $0 |
| Mary M Shannon | Trustee (joined 05/2024) | 1 | $0 | $0 | $0 | $0 |
| Michael Tule Esq | Trustee (until 05/2024) | 1 | $0 | $0 | $0 | $0 |
| Michael W Hawkins | Trustee | 1 | $0 | $0 | $0 | $0 |
| Richard L Sumberg | Trustee | 1 | $0 | $0 | $0 | $0 |
| Sarah Mcevoy | Trustee | 1 | $0 | $0 | $0 | $0 |
| Sayeeda Rahman Md | Trustee | 1 | $0 | $0 | $0 | $0 |
| Swaitha Maripuri | Trustee (until 05/2024) | 1 | $0 | $0 | $0 | $0 |
Hollis Young
Resident Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Kenneth R Feyl
Trustee (joined 05/2024)
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Mark B Johnson Esquire
Trustee (joined 05/2024)
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Mary M Shannon
Trustee (joined 05/2024)
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Michael Tule Esq
Trustee (until 05/2024)
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Michael W Hawkins
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Richard L Sumberg
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Sarah Mcevoy
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Sayeeda Rahman Md
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Swaitha Maripuri
Trustee (until 05/2024)
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0