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Nonprofiteer
← ALEXIAN HEALTH SENIOR CARE

Form 990 for tax year 2023

Filed by ALEXIAN HEALTH SENIOR CARE.

Totals

Total revenue
$29,137,952
Total expenses
$29,839,644
Contributions and grants received
$646,725
Grants paid
$1,546,685
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$16,269,184
Management and general expenses
$13,570,460
Fundraising expenses
$0
Program service expenses (Part III)
$16,269,184

Program services were 54.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • CHRISTINE K MCCOY JD

    CHAIR (END 12/2023)

    Total calculated
    $4,298,869
    From this org
    $0
    From related orgs
    $3,364,088
    Other
    $934,781
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $879,030 related
    Bonus
    $0 + $2,250,900 related
    Other
    $0 + $234,158 related
    Deferred
    $0 + $885,450 related
    Nontaxable benefits
    $0 + $49,331 related
    Filer's total
    $0 + $4,298,869 related

  • ERIN SHADBOLT

    VP POST ACUTE & AT-HOME SERVICES & CEO (START 5/2024)/SECRETARY (START 1/2024)

    Total calculated
    $366,297
    From this org
    $0
    From related orgs
    $319,145
    Other
    $47,152
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $279,761 related
    Bonus
    $0 + $38,815 related
    Other
    $0 + $569 related
    Deferred
    $0 + $15,441 related
    Nontaxable benefits
    $0 + $31,711 related
    Filer's total
    $0 + $366,297 related

  • JENNA COURTNEY MIHM

    SECRETARY (END 12/2023)

    Total calculated
    $790,107
    From this org
    $0
    From related orgs
    $753,028
    Other
    $37,079
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $370,090 related
    Bonus
    $0 + $338,450 related
    Other
    $0 + $44,488 related
    Deferred
    $0 + $19,780 related
    Nontaxable benefits
    $0 + $17,299 related
    Filer's total
    $0 + $790,107 related

  • LISA ANN MUSGRAVE MHA BSN RN

    SENIOR VP, POST-ACUTE AND AT-HOME SERVICES/CHAIR (START 1/2024)

    Total calculated
    $1,203,802
    From this org
    $0
    From related orgs
    $1,150,413
    Other
    $53,389
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $560,680 related
    Bonus
    $0 + $487,198 related
    Other
    $0 + $102,535 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $36,889 related
    Filer's total
    $0 + $1,203,802 related

  • MATTHEW A JAGGER

    TREASURER (END 12/2023)

    Total calculated
    $877,959
    From this org
    $0
    From related orgs
    $815,999
    Other
    $61,960
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $378,411 related
    Bonus
    $0 + $386,800 related
    Other
    $0 + $50,788 related
    Deferred
    $0 + $20,899 related
    Nontaxable benefits
    $0 + $41,061 related
    Filer's total
    $0 + $877,959 related

  • ROBIN T BINEK

    AVP OF FINANCE, ASCENSION LIVING/TREASURER (START 9/2023)

    Total calculated
    $281,725
    From this org
    $0
    From related orgs
    $235,530
    Other
    $46,195
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $194,760 related
    Bonus
    $0 + $38,279 related
    Other
    $0 + $2,491 related
    Deferred
    $0 + $15,111 related
    Nontaxable benefits
    $0 + $31,084 related
    Filer's total
    $0 + $281,725 related

  • RYAN BREEDLOVE

    DIRECTOR/VP POST ACUTE CONTINUING CARE & AT HOME SERVICES (START 1/2024)

    Total calculated
    $431,550
    From this org
    $0
    From related orgs
    $381,449
    Other
    $50,101
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $275,266 related
    Bonus
    $0 + $79,518 related
    Other
    $0 + $26,665 related
    Deferred
    $0 + $15,399 related
    Nontaxable benefits
    $0 + $34,702 related
    Filer's total
    $0 + $431,550 related

  • KENNETH R SMOOT

    DIRECTOR/CHIEF MISSION INTEGRATION OFFICER (START 1/2024)

    Total calculated
    $317,833
    From this org
    $0
    From related orgs
    $289,923
    Other
    $27,910
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $219,299 related
    Bonus
    $0 + $66,188 related
    Other
    $0 + $4,436 related
    Deferred
    $0 + $17,311 related
    Nontaxable benefits
    $0 + $10,599 related
    Filer's total
    $0 + $317,833 related

  • MICHAEL ROBERT GORDON

    CFO, ASCENSION LIVING (END 8/2023)

    Total calculated
    $566,500
    From this org
    $0
    From related orgs
    $531,953
    Other
    $34,547
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $213,812 related
    Bonus
    $0 + $171,329 related
    Other
    $0 + $146,812 related
    Deferred
    $0 + $21,062 related
    Nontaxable benefits
    $0 + $13,485 related
    Filer's total
    $0 + $566,500 related

  • DEBRA VALKENBERG RN

    CHIEF NURSING OFFICER (END 1/2023)

    Total calculated
    $186,994
    From this org
    $181,645
    From related orgs
    $0
    Other
    $5,349
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $19,338
    Bonus
    $21,523
    Other
    $140,784
    Deferred
    $463
    Nontaxable benefits
    $4,886
    Filer's total
    $186,994

  • KARLY LEWIS MUCKS

    CHIEF OPERATING OFFICER (END 5/2024)

    Total calculated
    $222,773
    From this org
    $216,053
    From related orgs
    $0
    Other
    $6,720
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $198,423
    Bonus
    $17,233
    Other
    $397
    Deferred
    $4,113
    Nontaxable benefits
    $2,607
    Filer's total
    $222,773

  • RYAN ENDSLEY

    CHIEF OPERATING OFFICER (END 1/2023)

    Total calculated
    $253,879
    From this org
    $252,104
    From related orgs
    $0
    Other
    $1,775
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $29,200
    Bonus
    $59,488
    Other
    $163,416
    Deferred
    $591
    Nontaxable benefits
    $1,184
    Filer's total
    $253,879

  • ARJUN PURVIS

    SENIOR DIRECTOR, OPERATIONS

    Total calculated
    $226,485
    From this org
    $191,415
    From related orgs
    $0
    Other
    $35,070
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $173,567
    Bonus
    $17,510
    Other
    $338
    Deferred
    $7,941
    Nontaxable benefits
    $27,129
    Filer's total
    $226,485

  • BRIAN D COOPER

    SENIOR DIRECTOR, OPERATIONS (END 11/2023)

    Total calculated
    $203,776
    From this org
    $196,531
    From related orgs
    $0
    Other
    $7,245
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $176,011
    Bonus
    $19,961
    Other
    $559
    Deferred
    $3,940
    Nontaxable benefits
    $3,305
    Filer's total
    $203,776

  • CARLA L BROWN

    SENIOR DIRECTOR, OPERATIONS

    Total calculated
    $232,883
    From this org
    $202,517
    From related orgs
    $0
    Other
    $30,366
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $182,171
    Bonus
    $18,630
    Other
    $1,716
    Deferred
    $8,391
    Nontaxable benefits
    $21,975
    Filer's total
    $232,883

  • DAVID L KARLIN

    SENIOR DIRECTOR, OPERATIONS (END 7/2023)

    Total calculated
    $226,415
    From this org
    $213,816
    From related orgs
    $0
    Other
    $12,599
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $101,192
    Bonus
    $19,046
    Other
    $93,578
    Deferred
    $4,498
    Nontaxable benefits
    $8,101
    Filer's total
    $226,415

  • RAFAEL BLOISE MD

    MEDICAL DIRECTOR

    Total calculated
    $234,051
    From this org
    $221,024
    From related orgs
    $0
    Other
    $13,027
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $112,989
    Bonus
    $27,744
    Other
    $80,291
    Deferred
    $0
    Nontaxable benefits
    $13,027
    Filer's total
    $234,051

  • DANIEL STRICKER

    FORMER OFFICER (END 8/2022)

    Total calculated
    $641,193
    From this org
    $0
    From related orgs
    $641,193
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $111,194 related
    Other
    $0 + $529,999 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $641,193 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, and on a Form 990-PF Part VIII's — 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

  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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 1a Tax indemnification and gross-up payments
DEBRA VALKENBERG, RN, DAVID L KARLIN, RAFAEL BLOISE, MD AND RYAN ENDSLEY RECEIVED GROSS-UP PAYMENTS THAT WERE TREATED AS TAXABLE COMPENSATION TO THE INDIVIDUAL.
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
A RELATED ORGANIZATION OF THE FILING ORGANIZATION USES ONE OR MORE OF THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -COMPENSATION SURVEY OR STUDY, AND -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PLEASE REFER TO THE FORM 990, PART VI, LINE 15A DISCLOSURE IN SCHEDULE O FOR ADDITIONAL DETAILS ON HOW COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL IS ESTABLISHED.
Schedule J, Part I, Line 4a Severance or change-of-control payment
THE FOLLOWING INDIVIDUAL(S) RECEIVED SEVERANCE PAYMENTS FROM THE ORGANIZATION OR A RELATED ORGANIZATION DURING CALENDAR YEAR 2023: RAFAEL BLOISE - $75,323 RYAN ENDSLEY - $160,000 MICHAEL ROBERT GORDON - $126,678 DAVID L KARLIN - $87,174 DANIEL STRICKER - $529,999 DEBRA VALKENBERG - $125,278
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
ELIGIBLE EXECUTIVES PARTICIPATE IN A PROGRAM THAT PROVIDES FOR SUPPLEMENTAL RETIREMENT BENEFITS. THE PAYMENT OF BENEFITS UNDER THE PROGRAM, IF ANY, IS ENTIRELY DEPENDENT UPON THE FACTS AND CIRCUMSTANCES UNDER WHICH THE EXECUTIVE TERMINATES EMPLOYMENT WITH THE ORGANIZATION. BENEFITS UNDER THE PROGRAM ARE UNFUNDED AND NON-VESTED. DUE TO THE SUBSTANTIAL RISK OF FORFEITURE PROVISION, THERE IS NO GUARANTEE THAT THESE EXECUTIVES WILL EVER RECEIVE ANY BENEFIT UNDER THE PROGRAM. ANY AMOUNT ULTIMATELY PAID UNDER THE PROGRAM TO THE EXECUTIVE IS REPORTED AS COMPENSATION ON FORM 990, SCHEDULE J, PART II, COLUMN B IN THE YEAR PAID. NO INDIVIDUALS RECEIVED CURRENT YEAR DISTRIBUTIONS.

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202521339349308362

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