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← TRADITIONS AT WESTERVILLE

Form 990 for tax year 2024

Filed by TRADITIONS AT WESTERVILLE.

Totals

Total revenue
$12,089,681
Total expenses
$10,864,956
Contributions and grants received
$135
Grants paid
$0
Program services expenses (Part IX)
$9,564,452
Management and general expenses
$1,300,504
Fundraising expenses
$0
Program service expenses (Part III)
$9,564,452

Program services were 88.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • LINDSEY DEHRING

    TREASURER & CHAIR

    Total calculated
    $310,853
    From this org
    $0
    From related orgs
    $291,958
    Other
    $18,895
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $244,903 related
    Bonus
    $0 + $47,055 related
    Other
    $0
    Deferred
    $0 + $16,930 related
    Nontaxable benefits
    $0 + $1,965 related
    Filer's total
    $0 + $310,853 related

  • MATTHEW D RULE

    VICE PRESIDENT & DIRECTOR

    Total calculated
    $578,999
    From this org
    $0
    From related orgs
    $530,244
    Other
    $48,755
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $374,424 related
    Bonus
    $0 + $155,820 related
    Other
    $0
    Deferred
    $0 + $34,500 related
    Nontaxable benefits
    $0 + $14,255 related
    Filer's total
    $0 + $578,999 related

  • SONYA BROWN

    DIRECTOR

    Total calculated
    $482,173
    From this org
    $0
    From related orgs
    $438,172
    Other
    $44,001
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $337,615 related
    Bonus
    $0 + $100,547 related
    Other
    $0 + $10 related
    Deferred
    $0 + $34,500 related
    Nontaxable benefits
    $0 + $9,501 related
    Filer's total
    $0 + $482,173 related

  • BRIANNA METTLER

    PRESIDENT & DIRECTOR

    Total calculated
    $567,562
    From this org
    $0
    From related orgs
    $522,777
    Other
    $44,785
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $325,542 related
    Bonus
    $0 + $197,235 related
    Other
    $0
    Deferred
    $0 + $31,847 related
    Nontaxable benefits
    $0 + $12,938 related
    Filer's total
    $0 + $567,562 related

  • DENISE ANDERSON

    DIRECTOR

    Total calculated
    $257,895
    From this org
    $0
    From related orgs
    $239,214
    Other
    $18,681
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $202,369 related
    Bonus
    $0 + $36,845 related
    Other
    $0
    Deferred
    $0 + $17,212 related
    Nontaxable benefits
    $0 + $1,469 related
    Filer's total
    $0 + $257,895 related

  • ANNA JENKINS

    DIRECTOR

    Total calculated
    $234,122
    From this org
    $0
    From related orgs
    $199,765
    Other
    $34,357
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $161,925 related
    Bonus
    $0 + $37,782 related
    Other
    $0 + $58 related
    Deferred
    $0 + $19,971 related
    Nontaxable benefits
    $0 + $14,386 related
    Filer's total
    $0 + $234,122 related

  • PARKER STITZER

    DIRECTOR AT LARGE

    Total calculated
    $0
    Hours/week
    0.1 + 2 related

  • KELLI MEYUNG

    VICE PRESIDENT

    Total calculated
    $213,385
    From this org
    $0
    From related orgs
    $201,846
    Other
    $11,539
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $201,846 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $6,055 related
    Nontaxable benefits
    $0 + $5,484 related
    Filer's total
    $0 + $213,385 related

  • JULIE M WOOLLEY

    SECRETARY

    Total calculated
    $489,646
    From this org
    $0
    From related orgs
    $460,801
    Other
    $28,845
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $328,407 related
    Bonus
    $0 + $126,394 related
    Other
    $0 + $6,000 related
    Deferred
    $0 + $26,822 related
    Nontaxable benefits
    $0 + $2,023 related
    Filer's total
    $0 + $489,646 related

  • SARAH SAUM

    EXECUTIVE DIRECTOR II

    Total calculated
    $150,898
    From this org
    $0
    From related orgs
    $129,896
    Other
    $21,002
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $116,324 related
    Bonus
    $0 + $13,572 related
    Other
    $0
    Deferred
    $0 + $12,990 related
    Nontaxable benefits
    $0 + $8,012 related
    Filer's total
    $0 + $150,898 related

  • KATARZYNA BARKLEY

    OCCUPATIONAL THERAPIST ASSISTANT

    Total calculated
    $128,057
    From this org
    $0
    From related orgs
    $110,505
    Other
    $17,552
    Hours/week
    12.63 + 27.37 related

  • THOMAS BOSLEY

    CLINICAL SERVICES MANAGER

    Total calculated
    $118,445
    From this org
    $0
    From related orgs
    $102,528
    Other
    $15,917
    Hours/week
    40

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

  • 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)

PART I, LINE 3
NATIONAL CHURCH RESIDENCES, A RELATED ORGANIZATION, ESTABLISHES THE TOP MANAGEMENT OFFICIAL'S COMPENSATION. THE FOLLOWING METHODS ARE USED BY NATIONAL CHURCH RESIDENCES TO ESTABLISH COMPENSATION LEVELS: COMPENSATION MARKET REVIEW, INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY BY THIRD PARTIES, APPROVAL BY THE BOARD COMMITTEE FOR CEO COMPENSATION.
PART I, LINE 4B
DURING THE CURRENT YEAR, NATIONAL CHURCH RESIDENCES, A RELATED ORGANIZATION, MADE CONTRIBUTIONS TO A 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN FOR THE FOLLOWING INDIVIDUALS LISTED ON PART VII OF THE FORM 990: LINDSEY DEHRING: $3,801 MATTHEW D. RULE: $21,539 SONYA BROWN: $17,540 BRIANNA METTLER: $13,180 DENISE ANDERSON: $6,091 ANNA JENKINS: $5,331 JULIE M. WOOLLEY: $12,334 THE 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN IS AVAILABLE TO KEY EMPLOYEES OF THE ORGANIZATION, AS DEFINED BY THE ORGANIZATION AND NOT PART VII OF THE FORM 990. THE 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN WILL VEST UPON TRIGGERING SEVERANCE WITH THE ORGANIZATION. TRIGGERING SEVERANCE, AS DEFINED IN THE PLAN DOCUMENT, MEANS A PARTICIPANT'S SEVERANCE OF SERVICE, (1) AT ANY TIME ON OR AFTER THE PARTICIPANT'S ENTITLEMENT DATE OR (2) IF EARLIER, (A) BECAUSE OF DEATH OR DISABILITY, (B) BY THE EMPLOYER FOR REASONS OTHER THAN CAUSE, OR (C) BY THE PARTICIPANT FOR GOOD REASON. FOR THIS PURPOSE, SEVERANCE OF SERVICE SHALL BE CONSTRUED CONSISTENTLY WITH THE DEFINITION OF SEPARATION OF SERVICE UNDER CODE SECTION 409A. WHEN CONTRIBUTIONS VEST THEY WILL BE REPORTED ON SCHEDULE J, PART II, COLUMN B(III).

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
2024
Filed
12 November 2025
IRS schema version
2024v5.2
Source object
202503189349303670

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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