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Nonprofiteer
← WIND CREST INC

Form 990 for tax year 2023

Filed by WIND CREST INC.

Totals

Total revenue
$96,292,689
Total expenses
$112,649,968
Contributions and grants received
$1,673,407
Grants paid
$277,933
Program service revenue
$94,116,103
Investment income
$269,158
Other revenue
$234,021
Total assets, end of year
$552,098,400
Total liabilities, end of year
$635,770,827
Net assets or fund balances, end of year
-$83,672,427
Program services expenses (Part IX)
$98,996,995
Management and general expenses
$13,510,777
Fundraising expenses
$142,196
Program service expenses (Part III)
$98,996,995

Program services were 87.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ARNOLD SPEERT

    DIRECTOR (THRU 3/31/23)

    Total calculated
    $22,500
    From this org
    $0
    From related orgs
    $22,500
    Other
    $0
    Hours/week
    0.2 + 8 related

  • BARBARA C BISGAIER

    DIRECTOR

    Total calculated
    $110,000
    From this org
    $0
    From related orgs
    $110,000
    Other
    $0
    Hours/week
    0.1 + 7.9 related

  • C JACKSON BAIN

    DIRECTOR (THRU 3/31/23)

    Total calculated
    $22,500
    From this org
    $0
    From related orgs
    $22,500
    Other
    $0
    Hours/week
    0.2 + 6.5 related

  • EILEEN G ERSTAD

    CHAIR & PRESIDENT/TREASURER

    Total calculated
    $167,500
    From this org
    $0
    From related orgs
    $167,500
    Other
    $0
    Hours/week
    1.4 + 13.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $167,500 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $167,500 related

  • IAN BROWN

    DIRECTOR (BEG 4/1/23)

    Total calculated
    $65,000
    From this org
    $0
    From related orgs
    $65,000
    Other
    $0
    Hours/week
    0.1 + 7.8 related

  • MARY D COLINS

    VICE CHAIR & VP/SECRETARY

    Total calculated
    $150,000
    From this org
    $0
    From related orgs
    $150,000
    Other
    $0
    Hours/week
    0.1 + 10.3 related

  • MICHAEL W ROSKIEWICZ

    DIRECTOR

    Total calculated
    $110,000
    From this org
    $0
    From related orgs
    $110,000
    Other
    $0
    Hours/week
    0.1 + 9.5 related

  • MONTY C LEONARD

    DIRECTOR

    Total calculated
    $87,500
    From this org
    $0
    From related orgs
    $87,500
    Other
    $0
    Hours/week
    0.1 + 8.4 related

  • PAMELA PAULK

    DIRECTOR

    Total calculated
    $87,500
    From this org
    $0
    From related orgs
    $87,500
    Other
    $0
    Hours/week
    0.1 + 8.2 related

  • PATRICIA M BROWN

    DIRECTOR

    Total calculated
    $87,500
    From this org
    $0
    From related orgs
    $87,500
    Other
    $0
    Hours/week
    0.1 + 7.6 related

  • REV DR ZINA JACQUE

    DIRECTOR

    Total calculated
    $215,000
    From this org
    $0
    From related orgs
    $215,000
    Other
    $0
    Hours/week
    0.1 + 9.3 related

    Schedule J breakdown matched by us

    Base
    $0 + $215,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $215,000 related

  • RUSSELL SHARP

    DIRECTOR (BEG 4/1/23)

    Total calculated
    $65,000
    From this org
    $0
    From related orgs
    $65,000
    Other
    $0
    Hours/week
    0.1 + 7.8 related

  • STEPHANIE L REEL

    DIRECTOR

    Total calculated
    $150,000
    From this org
    $0
    From related orgs
    $150,000
    Other
    $0
    Hours/week
    0.1 + 9.9 related

  • CHRIS RATHMANN

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 7 related

  • CRAIG ERICKSON

    EXECUTIVE DIRECTOR

    Total calculated
    $290,800
    From this org
    $269,444
    From related orgs
    $0
    Other
    $21,356
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $224,712
    Bonus
    $42,000
    Other
    $2,732
    Deferred
    $9,150
    Nontaxable benefits
    $12,206
    Filer's total
    $290,800

  • JOHN HALL

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 7 related

  • KAREN LUX

    DIRECTOR, FINANCE

    Total calculated
    $170,890
    From this org
    $142,964
    From related orgs
    $0
    Other
    $27,926
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $126,621
    Bonus
    $15,500
    Other
    $843
    Deferred
    $4,773
    Nontaxable benefits
    $23,153
    Filer's total
    $170,890

  • MARK EMBLEY

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 8 related

  • NEAL GANTERT

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 7 related

  • BETH BRANDENBURG

    PLANNING AND MOVING CONSULTANT

    Total calculated
    $144,296
    From this org
    $128,540
    From related orgs
    $0
    Other
    $15,756
    Hours/week
    40

  • SANDY SHELPUK

    SALES COUNSELOR

    Total calculated
    $153,758
    From this org
    $148,842
    From related orgs
    $0
    Other
    $4,916
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $138,355
    Bonus
    $10,300
    Other
    $187
    Deferred
    $4,732
    Nontaxable benefits
    $184
    Filer's total
    $153,758

  • SARA STOVER

    DIRECTOR, NURSING

    Total calculated
    $156,458
    From this org
    $141,018
    From related orgs
    $0
    Other
    $15,440
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $126,049
    Bonus
    $14,500
    Other
    $469
    Deferred
    $4,322
    Nontaxable benefits
    $11,118
    Filer's total
    $156,458

  • TONY STEPHENSON

    SALES COUNSELOR

    Total calculated
    $165,045
    From this org
    $146,303
    From related orgs
    $0
    Other
    $18,742
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,854
    Bonus
    $10,300
    Other
    $149
    Deferred
    $4,764
    Nontaxable benefits
    $13,978
    Filer's total
    $165,045

  • KATIE AUKAMP

    PLANNING AND MOVING CONSULTANT

    Total calculated
    $139,204
    From this org
    $124,625
    From related orgs
    $0
    Other
    $14,579
    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, 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

  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
THE EMPLOYEES LISTED ON FORM 990, PART VII, SECTION A, LINE 1A RECEIVED A DISCRETIONARY BONUS DURING THE YEAR.
SCHEDULE J, PART II:
CRAIG ERICKSON AND KAREN LUX ARE LISTED IN SCHEDULE J, PART II AND ARE EMPLOYEES OF ERICKSON SENIOR LIVING, LLC (ESL), AN UNRELATED ORGANIZATION TO WIND CREST, INC., IN ACCORDANCE WITH THE MANAGEMENT AGREEMENT BETWEEN WIND CREST, INC. AND ESL. SEE SCHEDULE O EXPLANATION FOR FORM 990, PART VI, SECTION A, LINE 3. THEREFORE, FOR IRS MATCHING PURPOSES, ESL IS THE ISSUER OF THE FORM W-2. UNDER THE MANAGEMENT AGREEMENT, WIND CREST, INC. REIMBURSES ESL FOR THE COST OF SERVICES PERFORMED FOR WIND CREST, INC.

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

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.

  • ANN'S CHOICE INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · PA

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • ASHBY PONDS INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • AVERY POINT INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • BETHESDA NSC RETIREMENT COMMUNITY INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • BROOKSBY VILLAGE INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • CEDAR CREST VILLAGE INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • EAGLE'S TRACE INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • FOX RUN VILLAGE INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • GREENSPRING VILLAGE INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • HIGHLAND SPRINGS INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • LANTERN HILL INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • LINDEN PONDS INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • MARIS GROVE INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · PA

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • MATTHEWS NSC RETIREMENT COMMUNITY INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • NATIONAL SENIOR COMMUNITIES INC

    501(C)(3) · SUPPORTING ORGANIZATION · MD

  • OAK CREST VILLAGE INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • RIDERWOOD VILLAGE INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • SEABROOK VILLAGE INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • TALLGRASS CREEK INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • WOODLEIGH CHASE INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

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
27 September 2024
IRS schema version
2023v5.1
Source object
202422769349301542

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