Form 990 for tax year 2024
Filed by WARTBURG RESIDENTIAL COMMUNITY INC.
Totals
- Total revenue
- $349,539
- Total expenses
- $963,579
- Contributions and grants received
- $0
- Grants paid
- $0
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $963,579
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
ROBERT RANIERI
CHAIR
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
MICHAEL HOLDEN
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
FLOYD V MYERS
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
THOMAS A ROTH
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
MARGARET ANDERSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
ANDREA ANSORGE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
REV ROBERT BOEHLER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
REV SARAH PAYNE BROWN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
MAE R CARPENTER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
JULIET GRAHAM
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
NANCY HARDY
BOARD MEMBER THRU AUG 2024
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
EAMON KELLY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
PHILIP ROTHMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
BONNIE SCHWARTZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
JUDY WILLIAMS-DAVIS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
DAVID J GENTNER
PRESIDENT
- Total calculated
- $612,135
- From this org
- $0
- From related orgs
- $522,110
- Other
- $90,025
- Hours/week
- 3.73 + 31.27 related
Schedule J breakdown matched by us
- Base
- $0 + $491,458 related
- Bonus
- $0 + $20,000 related
- Other
- $0 + $10,652 related
- Deferred
- $0 + $5,274 related
- Nontaxable benefits
- $0 + $84,751 related
- Filer's total
- $0 + $612,135 related
-
JOSEPH SESSA
CHIEF FINANCIAL OFFICER
- Total calculated
- $317,244
- From this org
- $0
- From related orgs
- $286,224
- Other
- $31,020
- Hours/week
- 3.73 + 31.27 related
Schedule J breakdown matched by us
- Base
- $0 + $277,572 related
- Bonus
- $0
- Other
- $0 + $8,652 related
- Deferred
- $0 + $2,892 related
- Nontaxable benefits
- $0 + $28,128 related
- Filer's total
- $0 + $317,244 related
-
ROBERT WELSER
CIO
- Total calculated
- $188,101
- From this org
- $0
- From related orgs
- $182,593
- Other
- $5,508
- Hours/week
- 1.13 + 33.87 related
Schedule J breakdown matched by us
- Base
- $0 + $180,101 related
- Bonus
- $0
- Other
- $0 + $2,492 related
- Deferred
- $0 + $1,824 related
- Nontaxable benefits
- $0 + $3,684 related
- Filer's total
- $0 + $188,101 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
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 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)
- PART I, LINE 3
- COMPENSATION FOR THE PRESIDENT/CEO IS DETERMINED BY THE WARTBURG HOME OF THE EVANGELICAL LUTHERAN CHURCH. THE WARTBURG ALIGNS ITS COMPENSATION PHILOSOPHY WITH THE OVERALL MISSION AND BUSINESS STRATEGY OF THE ORGANIZATION. EMPLOYEES ARE COMPENSATED FAIRLY WITHOUT REGARD TO AGE, SEX, RACE, COLOR, RELIGION, CREED, NATIONAL ORIGIN, DISABILITY (INCLUDING PREGNANCY DISABILITY), VETERAN OR MILITARY STATUS, MARITAL STATUS, SEXUAL ORIENTATION, CITIZENSHIP STATUS, IN ACCORDANCE WITH ALL APPLICABLE LAWS AND REGULATIONS, AND AS OUTLINED IN HUMAN RESOURCE POLICY. THE COMPENSATION PHILOSOPHY IS DESIGNED TO PROVIDE COMPETITIVE COMPENSATION POSITIONING COMPARED TO PEER GROUPS/OTHER HEALTHCARE ORGANIZATIONS SIMILAR IN SIZE AND PROGRAM OFFERING. IT CONSIDERS EXTERNAL MARKET DATA AGAINST INTERNAL STRUCTURE, RECOGNIZES THE UNIQUE RELATIVE VALUE OF EACH FUNCTION, REWARDS, INDIVIDUAL PERFORMANCE, WHILE BEING FINANCIALLY SUSTAINABLE OVER TIME. IT IS REVIEWED ON AN AS NEEDED BASIS BY WARTBURG'S PERSONNEL & COMPENSATION COMMITTEE OF THE BOARD AND IS SUBJECT TO SUCH BUDGETARY CONSIDERATIONS AS BUSINESS CONDITIONS MAY CREATE. THE WARTBURG HAS ENGAGED THE SERVICES OF ASTRON SOLUTIONS, A NATIONAL EMPLOYEE COMPENSATION AND BENEFITS FIRM, TO REVIEW EXECUTIVE AND SENIOR MANAGEMENT COMPENSATION. DATA USED IN DETERMINING MARKET MID RANGE IS DERIVED FROM REPORTS ISSUED BY ASTRON USING REPUTABLE TOP-TIER SURVEY HOUSES AS WELL AS LOCAL, INDUSTRY, AND ASSOCIATION SPECIFIC SOURCES. WORLD AT WORK STANDARDS ARE FOLLOWED IN THE SELECTION AND USE OF THE COMPENSATION SURVEYS TO ASSURE RELIABILITY AND VALIDITY OF DATA SOURCES. IN ADDITION, MARKET DATA IS MATCHED AGAINST JOB CONTENT AND DESCRIPTIONS, NOT JOB TITLES, AND BY THE USE OF WARTBURG'S JOB FACTOR ANALYSIS TOOL. EXEMPTION DECISIONS ARE MADE IN ACCORDANCE WITH FAIR LABOR STANDARD ACT REQUIREMENTS. IT IS OUR ORGANIZATION'S DESIRE TO PAY A COMPETITIVE BASE SALARY ALIGNED TO MARKET VALUE AND TO OFFER A COMPENSATION PACKAGE WHICH INTEGRATES OTHER TOTAL COMPENSATION OFFERINGS SUCH AS PAID TIME OFF, HEALTH COVERAGE, TUITION REIMBURSEMENT, ETC. "COMPETITIVE" IS DEFINED AS MARKET 50TH PERCENTILE. MARKET PARITY/MID RANGE DECISIONS ARE BASED ON FACTORS SUCH AS EDUCATION, SUBJECT EXPERTISE, LEVEL OF PERFORMANCE, AS WELL AS LEVEL OF STRATEGIC IMPACT/VALUE TO THE LONG-TERM GOALS OF THE ORGANIZATION. AS BUSINESS CONDITIONS WARRANT AND BASED ON THE STRATEGIC NEEDS OF THE ORGANIZATION, WITH BOARD APPROVAL, AN EMPLOYEE'S BASE SALARY MAY BE SUPPLEMENTED WITH INCENTIVE-BASED PAY AND/OR OTHER TOTAL COMPENSATION ARRANGEMENTS.
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.
-
THE WARTBURG HOME OF THE EVANGELICAL LUTHERAN CHURCH
501(C)(3) · OPERATE A NURSING HOME · NY
Directly controlled by WARTBURG MT VERNON INC
-
501(C)(3) · OPERATE AN ASSISTED LIVING FACILITY · NY
Directly controlled by WARTBURG MT VERNON INC
-
501(C)(3) · SUPPORT SERVICES FOR THE WARTBURG ENTITIES · NY
-
501(C)(3) · SUPPORT THE WARTBURG ENTITIES · NY
Directly controlled by THE WARTBURG HOME OF THE EVANGELICAL LUTHERN CHURCH
-
LOHMAN VILLAGE HOUSING DEVELOPMENT FUND CORPORATION
501(C)(4) · OPERATE APARTMENT FACILITY FOR THE ELDERLY · NY · controlled entity
Directly controlled by WARTBURG RESIDENTIAL COMMUNITY INC
-
501(C)(3) · PROVIDE MANAGEMENT AND ADMIN SERVICES TO ADULT CARE FACILITIES · NY
Directly controlled by WARTBURG MT VERNON INC
-
501(C)(3) · OPERATE APARTMENT FACILITY FOR THE ELDERLY · NY
Directly controlled by WARTBURG MT VERNON INC
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 15 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202513209349300336
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