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Nonprofiteer
← ABINGDON SENIOR HOUSING INC

Form 990 for tax year 2022

Filed by ABINGDON SENIOR HOUSING INC.

Totals

Total revenue
$674,345
Total expenses
$798,193
Contributions and grants received
$356,184
Grants paid
$0
Program services expenses (Part IX)
$736,143
Management and general expenses
$62,050
Fundraising expenses
$0
Program service expenses (Part III)
$736,143

Program services were 92.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • William J McCarthy Jr

    Secretary

    Total calculated
    $510,904
    From this org
    $0
    From related orgs
    $441,256
    Other
    $69,648
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $433,020 related
    Bonus
    $0
    Other
    $0 + $8,236 related
    Deferred
    $0 + $49,281 related
    Nontaxable benefits
    $0 + $20,367 related
    Filer's total
    $0 + $510,904 related

  • Sarah I Beckwith

    Treasurer (started February 7, 2022)

    Total calculated
    $220,627
    From this org
    $0
    From related orgs
    $182,930
    Other
    $37,697
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $175,287 related
    Bonus
    $0
    Other
    $0 + $7,643 related
    Deferred
    $0 + $19,635 related
    Nontaxable benefits
    $0 + $18,062 related
    Filer's total
    $0 + $220,627 related

  • Mary Choplick

    Director Senior Communities

    Total calculated
    $187,155
    From this org
    $0
    From related orgs
    $146,487
    Other
    $40,668
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $141,584 related
    Bonus
    $0
    Other
    $0 + $4,903 related
    Deferred
    $0 + $16,037 related
    Nontaxable benefits
    $0 + $24,631 related
    Filer's total
    $0 + $187,155 related

  • Ashley Valis

    Chief Operating Officer

    Total calculated
    $155,965
    From this org
    $0
    From related orgs
    $151,765
    Other
    $4,200
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $151,730 related
    Bonus
    $0
    Other
    $0 + $35 related
    Deferred
    $0 + $4,200 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $155,965 related

  • Archbishop William E Lori

    Chairman

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Theresa D Becks

    President

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • J Scott Wilfong

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • John Stanton

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Marianne Schmitt Hellauer

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Most Rev Adam Parker

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Pamela W Gray

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Tamla A Olivier

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Natalie McSherry

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Daniel Rizzo

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Michael Bison

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Marc Wyatt

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 4
During the calendar year ended December 31, 2022, the following officers or key employees participated in ACC's supplemental executive retirement plan (SERP): William J. McCarthy, Jr., Sarah I. Beckwith, and Mary Choplick. William J. McCarthy, Jr. and Sarah I. Beckwith received contributions to their SERP account of $31,590 and $15,225, respectively. Accumulated contributions to participant accounts at December 31, 2022 were unvested, and may never become vested and thus may never be distributed. Balances in participants' SERP accounts are subject to forfeiture if the participant voluntarily terminates employment prior to his or her applicable vesting date under the agreement. In addition, under current law, interests under the SERP are reportable taxable compensation when they become vested even if those amounts are not yet payable to the participant (and even if those amounts are never paid to the participant). No rollover or other tax-deferral options are available to participants. Participants' interests under the SERP are not guaranteed or secured in any way and at all times are subject to claims of the Organization's bankruptcy creditors. Cash payments in lieu of SERP and contributions to SERP participant accounts are evaluated by the independent compensation consultant and approved by ACC's compensation committee.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
9 May 2024
IRS schema version
2022v5.0
Source object
202411319349302561

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