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Nonprofiteer
← COVENANT RETIREMENT COMMUNITIES INC

Form 990 for tax year 2023

Filed by COVENANT RETIREMENT COMMUNITIES INC.

Totals

Total revenue
$45,251,715
Total expenses
$48,803,226
Contributions and grants received
$595,877
Grants paid
$18,162
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)
$33,482,707
Management and general expenses
$13,635,019
Fundraising expenses
$1,685,500
Program service expenses (Part III)
$33,482,707

Program services were 68.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • TERRI S CUNLIFFE

    DIRECTOR/CLCS PRESIDENT/CEO-PART YR

    Total calculated
    $961,812
    From this org
    $928,155
    From related orgs
    $0
    Other
    $33,657
    Hours/week
    40 + 22 related

    Schedule J breakdown matched by us

    Base
    $581,637
    Bonus
    $142,331
    Other
    $204,187
    Deferred
    $9,900
    Nontaxable benefits
    $23,973
    Filer's total
    $962,028

  • DAVID G ERICKSON

    GEN COUNSEL PART YR/ASST SEC/CEO

    Total calculated
    $554,672
    From this org
    $432,606
    From related orgs
    $0
    Other
    $122,066
    Hours/week
    40 + 22 related

    Schedule J breakdown matched by us

    Base
    $342,225
    Bonus
    $9,572
    Other
    $80,809
    Deferred
    $84,651
    Nontaxable benefits
    $45,154
    Filer's total
    $562,411

  • TODD SLECHTA

    DIRECTOR/EX-OFFICIO

    Total calculated
    $365,122
    From this org
    $0
    From related orgs
    $305,126
    Other
    $59,996
    Hours/week
    0.1 + 42.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $266,345 related
    Bonus
    $0
    Other
    $0 + $38,781 related
    Deferred
    $0 + $35,136 related
    Nontaxable benefits
    $0 + $26,493 related
    Filer's total
    $0 + $366,755 related

  • TAMMY SWANSON-DRAHEIM

    DIRECTOR/EX-OFFICIO

    Total calculated
    $214,141
    From this org
    $0
    From related orgs
    $108,641
    Other
    $105,500
    Hours/week
    0.1 + 42.3 related

    Schedule J breakdown matched by us

    Base
    $0 + $108,641 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $27,500 related
    Nontaxable benefits
    $0 + $78,000 related
    Filer's total
    $0 + $214,141 related

  • JANET CREANEY

    DIRECTOR/CHAIR

    Total calculated
    $0
    Hours/week
    0.1 + 2.2 related

  • LORENE FLEWELLEN

    DIRECTOR/VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.1 + 2.2 related

  • JANET GOELZ HOFFMAN

    DIRECTOR/SECRETARY

    Total calculated
    $0
    Hours/week
    0.1 + 2.2 related

  • ALLAN ANDERSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 2.2 related

  • SARAH BENTLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 2.2 related

  • KATHY BUETTNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 2.2 related

  • PAMELA CHRISTENSEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 2.2 related

  • ARTHUR DEROOY

    DIRECTOR/EX-OFFICIO - PART YEAR

    Total calculated
    $0
    Hours/week
    0.1 + 2.3 related

  • JOHN FREDRICKSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 2.2 related

  • KURT KINCANON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 2.2 related

  • MATTHEW MANLOVE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 2.2 related

  • ROBERT MARTIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 2.2 related

  • JENNIFER MEANS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 2.2 related

  • MARY PALMER

    DIRECTOR/EX-OFFICIO

    Total calculated
    $0
    Hours/week
    0.1 + 2.3 related

  • LOANN PETERSON

    DIRECTOR - PART YEAR

    Total calculated
    $0
    Hours/week
    0.1 + 2.2 related

  • JEAN E JUSTIE

    CFO/TREASURER/ASST SECRETARY

    Total calculated
    $550,215
    From this org
    $459,684
    From related orgs
    $0
    Other
    $90,531
    Hours/week
    40 + 22 related

    Schedule J breakdown matched by us

    Base
    $315,014
    Bonus
    $68,544
    Other
    $76,126
    Deferred
    $52,876
    Nontaxable benefits
    $46,359
    Filer's total
    $558,919

  • WILLIAM RABE

    CHIEF INFO & TECH OFFICER/ASST SEC.

    Total calculated
    $424,704
    From this org
    $363,812
    From related orgs
    $0
    Other
    $60,892
    Hours/week
    40 + 22 related

    Schedule J breakdown matched by us

    Base
    $277,291
    Bonus
    $6,033
    Other
    $80,488
    Deferred
    $46,521
    Nontaxable benefits
    $20,541
    Filer's total
    $430,874

  • CORY KALLHEIM

    GENERAL COUNSEL/ASST SECRETARY

    Total calculated
    $325,787
    From this org
    $255,332
    From related orgs
    $0
    Other
    $70,455
    Hours/week
    40 + 22 related

    Schedule J breakdown matched by us

    Base
    $232,011
    Bonus
    $2,075
    Other
    $21,246
    Deferred
    $33,150
    Nontaxable benefits
    $38,752
    Filer's total
    $327,234

  • JAY PRINCE

    SVP, COMMUNITY OPS/ASST SECRETARY

    Total calculated
    $235,346
    From this org
    $211,098
    From related orgs
    $0
    Other
    $24,248
    Hours/week
    40 + 22 related

    Schedule J breakdown matched by us

    Base
    $172,139
    Bonus
    $32,000
    Other
    $6,959
    Deferred
    $16,958
    Nontaxable benefits
    $8,966
    Filer's total
    $237,022

  • EMILY WARNYGORA

    SR. EXEC. ASST TO CEO/ASST SECRETARY

    Total calculated
    $108,766
    From this org
    $95,671
    From related orgs
    $0
    Other
    $13,095
    Hours/week
    40 + 22 related

  • TANDERIA BROWN

    CHIEF HUMAN RESOURCES OFFICER

    Total calculated
    $370,604
    From this org
    $304,715
    From related orgs
    $0
    Other
    $65,889
    Hours/week
    40 + 22 related

    Schedule J breakdown matched by us

    Base
    $254,465
    Bonus
    $13,750
    Other
    $36,500
    Deferred
    $40,380
    Nontaxable benefits
    $25,705
    Filer's total
    $370,800

  • JAY HIBBARD

    CHIEF GROWTH & COMMUNICATION OFFICER

    Total calculated
    $625,481
    From this org
    $535,205
    From related orgs
    $0
    Other
    $90,276
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $367,149
    Bonus
    $82,940
    Other
    $85,116
    Deferred
    $56,271
    Nontaxable benefits
    $42,263
    Filer's total
    $633,739

  • FRAN PALMA

    CHIEF MKTNG & DIGITAL STRAT OFFICER

    Total calculated
    $565,126
    From this org
    $478,960
    From related orgs
    $0
    Other
    $86,166
    Hours/week
    22.5 + 22.5 related

    Schedule J breakdown matched by us

    Base
    $289,356
    Bonus
    $95,293
    Other
    $94,311
    Deferred
    $49,526
    Nontaxable benefits
    $43,255
    Filer's total
    $571,741

  • ELIZABETH MCLAREN

    SR VP/REV CYCLE,/REIM, HOME, & COM. SERVS

    Total calculated
    $481,956
    From this org
    $409,609
    From related orgs
    $0
    Other
    $72,347
    Hours/week
    22.5 + 22.5 related

    Schedule J breakdown matched by us

    Base
    $271,949
    Bonus
    $73,752
    Other
    $63,908
    Deferred
    $45,460
    Nontaxable benefits
    $30,511
    Filer's total
    $485,580

  • RANDAL GROSS

    SENIOR VP, PROJECT DEVELOPMENT

    Total calculated
    $405,149
    From this org
    $373,069
    From related orgs
    $0
    Other
    $32,080
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $237,395
    Bonus
    $42,939
    Other
    $92,735
    Deferred
    $9,900
    Nontaxable benefits
    $28,901
    Filer's total
    $411,870

  • MIA LEIBOW

    VP, FINANCIAL PLANNING & ANALYSIS

    Total calculated
    $389,747
    From this org
    $358,705
    From related orgs
    $0
    Other
    $31,042
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $290,111
    Bonus
    $29,012
    Other
    $39,582
    Deferred
    $31,042
    Nontaxable benefits
    $4,903
    Filer's total
    $394,650

  • CORY STERN

    FORMER INTERIM FINANCE LEAD/TREAS.

    Total calculated
    $268,486
    From this org
    $233,582
    From related orgs
    $0
    Other
    $34,904
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $153,210
    Bonus
    $12,099
    Other
    $68,273
    Deferred
    $24,756
    Nontaxable benefits
    $10,361
    Filer's total
    $268,699

  • DIXIE REPPE

    DIRECTOR - PART YEAR

    Total calculated
    $0
    Hours/week
    0.1 + 2.2 related

  • RICK SHEPARD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 2.2 related

  • ANDREW VANOVER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 2.2 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 · Health or social club dues or initiation fees
  • 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
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
THE FOLLOWING BENEFITS WERE TREATED AS TAXABLE COMPENSATION AND WERE DETERMINED BY THE EXECUTIVE COMPENSATION COMMITTEE (OF COVENANT LIVING'S BOARD) TO BE REASONABLE: - HEALTH CLUB DUES PAID FOR EIGHT (8) SENIOR-LEVEL EMPLOYEES.
PART I, LINE 3
SEE SCHEDULE O EXPLANATION FOR FORM 990 PART VI SECTION B LINE 15 FOR THE METHODS USED TO DETERMINE CEO COMPENSATION. THE REVIEW AND APPROVAL PROCESS IS DESIGNED TO SATISFY AND QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE INTERNAL REVENUE CODE SECTION 4958.
PART I, LINE 4B
EXECUTIVE BENEFIT PLAN COVENANT MINISTRIES OF BENEVOLENCE (CMB), A RELATED ORGANIZATION, PROVIDES CERTAIN SUPPLEMENTAL RETIREMENT BENEFITS TO ITS OFFICERS AND KEY EMPLOYEES. THESE BENEFITS ARE PROVIDED THROUGH A NONQUALIFIED DEFERRED COMPENSATION PLAN, UNDER WHICH A PORTION OF THE BENEFITS BEING EARNED ARE SUBJECT TO A "SUBSTANTIAL RISK OF FORFEITURE." THE SUPPLEMENTAL RETIREMENT BENEFITS ARE STRUCTURED TO PROVIDE A RETENTION INCENTIVE THAT HAS BEEN DETERMINED BY THE EXECUTIVE COMPENSATION COMMITTEE OF CMB'S BOARD ("COMMITTEE") TO BE OF SUBSTANTIAL VALUE TO THE ORGANIZATION. THE COMMITTEE APPROVES ALL RETIREMENT BENEFITS, TOGETHER WITH ALL OTHER FORMS OF COMPENSATION AND BENEFITS FOR THESE AND OTHER EXECUTIVES, IN A MANNER INTENDED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE INTERMEDIATE SANCTION'S RULES OF FEDERAL INCOME TAX LAW. THE FOLLOWING ARE PARTICIPANTS IN THE PLAN: TERRI CUNLIFFE DAVID ERICKSON RANDAL GROSS JAY HIBBARD JEAN JUSTIE MIA LEIBOW FRAN PALMA TODD SLECHTA CORY STERN WILLIAM RABE ELIZABETH MCLAREN TANDERIA BROWN CORY KALLHEIM JAY PRINCE IN 2023, THESE INDIVIDUALS VESTED IN THE PLAN IN THE FOLLOWING AMOUNTS: TERRI CUNLIFFE - $131,377 DAVID ERICKSON - $47,458 RANDAL GROSS - $32,547 JAY HIBBARD - $44,947 MIA LEIBOW - $20,267 ELIZABETH MCLAREN - $28,092 FRAN PALMA - $39,903 WILLIAM RABE - $29,365 CORY STERN - $15,253 TODD SLECHTA - $4,369 IN 2023, THESE INDIVIDUALS RECEIVED DISTRIBUTIONS FROM THE PLAN IN THE FOLLOWING AMOUNTS: DAVID ERICKSON - $27,212 COVENANT LIVING MADE CERTAIN PAYMENTS TO TERRI CUNLIFFE IN APRIL OF 2024 RELATED TO AN INADVERTENT FAILURE TO MAKE A DISTRIBUTION IN 2022 IN ACCORDANCE WITH THE TERMS OF THE CAPITAL ACCUMULATION BENEFIT PROGRAM AND AN INADVERTENT FAILURE TO PROPERLY REPORT FUNDS DISTRIBUTED UNDER THE SERP PROGRAM IN 2023. FOR BOTH ISSUES, TAXES WERE DEPOSITED AND TAX FORMS W-2C AND 941 WERE AMENDED AS APPLICABLE. THE TOTAL GROSS DISTRIBUTION TO TERRI CUNLIFFE RELATED TO THESE ISSUES WAS $22,707.42.
PART I, LINE 7
THE FOLLOWING APPLIES TO CERTAIN INDIVIDUALS LISTED ON PART VII WHOSE COMPENSATION IS PAID FROM RELATED ORGANIZATIONS: THE EXECUTIVE COMPENSATION COMMITTEE (OF CMB'S BOARD) FOLLOWS A PRESCRIBED METHOD FOR CALCULATING INCENTIVE COMPENSATION AWARDS. THE CALCULATION IS BASED ON MEASURABLE TARGETS DETERMINED AT THE BEGINNING OF THE YEAR. THE COMMITTEE HAS THE ABILITY TO ADJUST THE DOLLAR VALUE OF THE CALCULATED AWARDS BY UP TO 10%. THE ADJUSTMENT CAN BE AN UPWARD OR DOWNWARD ADJUSTMENT BASED ON VARIOUS PERFORMANCE FACTORS OR ON FACTORS THAT WILL ASSURE THAT FINAL INCENTIVE COMPENSATION AWARDS ARE IN THE BEST INTEREST OF THE ORGANIZATION AND APPROPRIATELY REFLECT THE PERFORMANCE OF THE ORGANIZATION. REFER TO ADDITIONAL INFORMATION ON THE COMMITTEE INCLUDED IN SCHEDULE O.
PART II, COLUMN B (II):
BONUS AND INCENTIVE COMPENSATION - CERTAIN KEY PERSONS EMPLOYED BY COVENANT LIVING AND CMB ARE ELIGIBLE FOR INCENTIVE COMPENSATION AS DETERMINED BY THE EXECUTIVE COMPENSATION COMMITTEE OF EITHER THE COVENANT LIVING OR CMB'S BOARD BASED ON WHERE THESE INDIVIDUALS ARE EMPLOYED. INCENTIVES RELATED TO THE ACHIEVEMENT OF TARGETS FOR THE TWELVE MONTHS ENDED 9/30/22 WERE PAID OUT IN 2023 FOR CLCS AND RELATED ENTITIES. INCENTIVES RELATED TO CMB'S ACHIEVEMENT OF TARGETS FOR THE TWELVE-MONTHS ENDED 9/30/23 WERE PAID OUT IN 2023.
PART II, COLUMN D:
NONTAXABLE BENEFITS INCLUDE HEALTH INSURANCE PREMIUMS PAID BY THE EMPLOYER AND EMPLOYEE.
PART I, LINE 4B (CONT):
IN CONNECTION WITH THE ISSUES DISCLOSED IN SCHEDULE J, PART I, LINE 4B, COVENANT LIVING MADE TAX INDEMNIFICATION PAYMENTS TO TERRI CUNLIFFE AND REIMBURSED HER PROFESSIONAL FEES ASSOCIATED WITH THIS ISSUE IN THE AMOUNT OF $13,716.48.

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.

  • EVANGELICAL COVENANT CHURCH

    501(C)(3) · CHURCH · IL

  • COVENANT LIVING OF GOLDEN VALLEY

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MN · controlled entity

    Directly controlled by COVENANT LIVING COMMUNITIES AND SERVICES

  • COVENANT HEALTH CARE CENTERS INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · IL · controlled entity

    Directly controlled by COVENANT LIVING COMMUNITIES AND SERVICES

  • COVENANT HOME

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · IL · controlled entity

    Directly controlled by COVENANT LIVING COMMUNITIES AND SERVICES

  • COVENANT LIVING OF CROMWELL INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · CT · controlled entity

    Directly controlled by COVENANT LIVING COMMUNITIES AND SERVICES

  • COVENANT HOME OF CHICAGO

    501(C)(3) · ASSISTED LIVING FACILITY · IL · controlled entity

    Directly controlled by COVENANT LIVING COMMUNITIES AND SERVICES

  • COVENANT HOME SERVICES

    501(C)(3) · HOME HEALTH SERVICES · IL · controlled entity

    Directly controlled by COVENANT LIVING SERVICES INC

  • COVENANT HOUSING CORPORATION

    501(C)(3) · MANAGEMENT/SUPPORT SERVICES · IL · controlled entity

    Directly controlled by COVENANT LIVING COMMUNITIES AND SERVICES

  • COVENANT MINISTRIES OF BENEVOLENCE

    501(C)(3) · CHURCH AFFILIATE · IL

    Directly controlled by EVANGELICAL COVENANT CHURCH

  • COVENANT LIVING OF BIXBY INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · IL · controlled entity

    Directly controlled by COVENANT LIVING SERVICES INC

  • COVENANT LIVING OF THE GREAT LAKES

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MI · controlled entity

    Directly controlled by COVENANT LIVING COMMUNITIES AND SERVICES

  • COVENANT LIVING WEST

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · CA · controlled entity

    Directly controlled by COVENANT LIVING COMMUNITIES AND SERVICES

  • COVENANT LIVING SERVICES

    501(C)(3) · MANAGEMENT/SUPPORT SERVICES · IL · controlled entity

    Directly controlled by COVENANT LIVING COMMUNITIES AND SERVICES

  • COVENANT LIVING OF COLORADO

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · CO · controlled entity

    Directly controlled by COVENANT LIVING COMMUNITIES AND SERVICES

  • COVENANT LIVING OF FLORIDA INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · FL · controlled entity

    Directly controlled by COVENANT LIVING COMMUNITIES AND SERVICES

  • COVENANT LIVING AT THE HOLMSTAD

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · IL · controlled entity

    Directly controlled by COVENANT LIVING COMMUNITIES AND SERVICES

  • COVENANT LIVING AT WINDSOR PARK

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · IL · controlled entity

    Directly controlled by COVENANT LIVING COMMUNITIES AND SERVICES

  • COVENANT LIVING OF GENEVA

    501(C)(3) · RENTAL SENIOR HOUSING · IL · controlled entity

    Directly controlled by COVENANT LIVING SERVICES INC

  • TULSA HILLS COMMUNITY INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · IL · controlled entity

    Directly controlled by COVENANT LIVING SERVICES INC

  • EMC HEALTH INC

    501(C)(3) · MANAGEMENT/SUPPORT SERVICES · CA

    Directly controlled by COVENANT MINISTRIES OF BENEVOLENCE

  • COVENANT INITIATIVES FOR CARE INC

    501(C)(3) · MANAGEMENT/SUPPORT SERVICES · IL

    Directly controlled by COVENANT MINISTRIES OF BENEVOLENCE

  • COVENANT CARE CENTER

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · FL · controlled entity

    Directly controlled by COVENANT LIVING COMMUNITIES AND SERVICES

  • COVENANT PALMS OF MIAMI

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · FL · controlled entity

    Directly controlled by COVENANT LIVING COMMUNITIES AND SERVICES

  • COVENANT RETIREMENT COMMUNITIES OF MINNESOTA INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MN · controlled entity

    Directly controlled by COVENANT LIVING COMMUNITIES AND SERVICES

  • CRC FOUNDATION

    501(C)(3) · FUNDRAISING · IL · controlled entity

    Directly controlled by COVENANT LIVING COMMUNITIES AND SERVICES

  • THREE CROWNS FOUNDATION

    501(C)(3) · FOUNDATION · IL · controlled entity

    Directly controlled by COVENANT LIVING SERVICES INC

  • THREE CROWNS PARK

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · IL · controlled entity

    Directly controlled by THREE CROWNS FOUNDATION

  • COVENANT LIVING OF KEENE

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · IL · controlled entity

    Directly controlled by COVENANT LIVING SERVICES INC

  • COVENANT LIVING AT SHANNONDALE

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · TN · controlled entity

    Directly controlled by COVENANT LIVING SERVICES 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 corporations and trusts

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

  • COVENANT INTERNATIONAL INSURANCE COMPANY LTD

    C · INSURANCE · BD · 100% owned · share of income -$826,655 · share of assets $27,210,554

    Directly controlled by COVENANT LIVING COMMUNITIES AND SERVICES

  • COVENANT TRUST COMPANY

    C · FINANCIAL SERVICES · IL

  • COVENANT LIVING HOLDINGS THREE INC

    C · CONSULTING SERVICES · IL

Provenance

Return type
form_990
Tax year
2023
Filed
28 July 2025
IRS schema version
2023v6.0
Source object
202532119349300838

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