Form 990 for tax year 2023
Filed by WARTBURG HOME OF THE EVANGELICAL LUTHERAN CHURCH.
Totals
- Total revenue
- $25,034,196
- Total expenses
- $29,963,185
- Contributions and grants received
- $2,226,885
- Grants paid
- $37,685
- Program services expenses (Part IX)
- $21,784,234
- Management and general expenses
- $7,573,809
- Fundraising expenses
- $605,142
- Program service expenses (Part III)
- $21,784,234
Program services were 72.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
AMANDUS J DERR
CHAIR EMERITUS
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
ROBERT RANIERI
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
-
MICHAEL HOLDEN
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
- 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 related
-
BONNIE SCHWARTZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5 + 3 related
-
JUDY WILLIAMS-DAVIS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5 + 3.5 related
-
DAVID GENTNER
PRESIDENT/CEO
- Total calculated
- $574,695
- From this org
- $490,343
- From related orgs
- $0
- Other
- $84,352
- Hours/week
- 17 + 18 related
Schedule J breakdown matched by us
- Base
- $446,037
- Bonus
- $20,000
- Other
- $24,306
- Deferred
- $4,936
- Nontaxable benefits
- $79,416
- Filer's total
- $574,695
-
GREGORY POOLE-DAYAN
COO, THRU MARCH 2023
- Total calculated
- $71,105
- From this org
- $64,010
- From related orgs
- $0
- Other
- $7,095
- Hours/week
- 25 + 10 related
-
JOSEPH M SESSA
CFO
- Total calculated
- $317,201
- From this org
- $286,337
- From related orgs
- $0
- Other
- $30,864
- Hours/week
- 17 + 18 related
Schedule J breakdown matched by us
- Base
- $277,685
- Bonus
- $0
- Other
- $8,652
- Deferred
- $2,892
- Nontaxable benefits
- $27,972
- Filer's total
- $317,201
-
ROBERT B WELSER
CIO
- Total calculated
- $204,803
- From this org
- $180,835
- From related orgs
- $0
- Other
- $23,968
- Hours/week
- 32 + 3 related
Schedule J breakdown matched by us
- Base
- $178,343
- Bonus
- $0
- Other
- $2,492
- Deferred
- $1,824
- Nontaxable benefits
- $22,144
- Filer's total
- $204,803
-
AMANSHAH BABWAH
BUDGET DIRECTOR
- Total calculated
- $175,182
- From this org
- $170,497
- From related orgs
- $0
- Other
- $4,685
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $168,876
- Bonus
- $0
- Other
- $1,621
- Deferred
- $1,697
- Nontaxable benefits
- $2,988
- Filer's total
- $175,182
-
IYABO YUSUF
DIRECTOR OF NURSING
- Total calculated
- $180,799
- From this org
- $166,219
- From related orgs
- $0
- Other
- $14,580
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $161,940
- Bonus
- $1,269
- Other
- $3,010
- Deferred
- $0
- Nontaxable benefits
- $14,580
- Filer's total
- $180,799
-
BRIDGET ZIMMERMANN
SNF ADMINISTRATOR
- Total calculated
- $192,768
- From this org
- $146,665
- From related orgs
- $0
- Other
- $46,103
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $146,451
- Bonus
- $0
- Other
- $214
- Deferred
- $1,523
- Nontaxable benefits
- $44,580
- Filer's total
- $192,768
-
FRANCIS POLCARI
MEDICAL DIRECTOR
- Total calculated
- $152,126
- From this org
- $148,328
- From related orgs
- $0
- Other
- $3,798
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $147,747
- Bonus
- $581
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $3,798
- Filer's total
- $152,126
-
ANNAMMA THOMASKUTTY
DIRECTOR OF RA & UM
- Total calculated
- $150,511
- From this org
- $145,999
- From related orgs
- $0
- Other
- $4,512
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $144,731
- Bonus
- $0
- Other
- $1,268
- Deferred
- $1,479
- Nontaxable benefits
- $3,033
- Filer's total
- $150,511
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
- 1a · Housing allowance or residence for personal use
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 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 1A
- DAVID GENTNER RECEIVED A HOUSING ALLOWANCE OF $30,000, WHICH IS REPORTED IN SCHEDULE J, PART II, COLUMN (D). THIS IS TREATED AS NONTAXABLE COMPENSATION.
- PART I, LINE 7
- INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A DISCRETIONARY BONUS DURING CALENDAR YEAR 2023, WHICH WAS INCLUDED IN COLUMN B(II) HEREIN AND IN THEIR 2023 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES.
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
-
$7,500
2023 WESTCHESTER WOMEN'S SUMMIT SPONSORSHIP
-
WESTCHESTER COUNTY SALUTE TO SENIORS SPONSORSHIP & WESTCHESTER COUNTY SENIOR LAW DAY SPONSORSHIP
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.
-
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
-
WARTBURG RESIDENTIAL COMMUNITY INC
501(C)(3) · LOW INCOME HOUSING · NY
Directly controlled by WARTBURG MT VERNON INC
-
501(C)(3) · SUPPORT THE WARTBURG ENTITIES · NY · controlled entity
Directly controlled by WARTBURG HOME OF THE EVANGELICAL LUTHERN CHURCH
-
LOHMAN VILLAGE HOUSING DEVELOPMENT FUND CORPORATION
501(C)(4) · OPERATE APARTMENT FACILITY FOR THE ELDERLY · NY
Directly controlled by WARTBURG RESIDENTIAL COMMUNITY
-
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
- 2023
- Filed
- 14 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202403199349307030
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