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← BISHOP GADSDEN EPISCOPAL RETIREMENT COMMUNITY

Form 990 for tax year 2024

Filed by BISHOP GADSDEN EPISCOPAL RETIREMENT COMMUNITY.

Totals

Total revenue
$70,071,826
Total expenses
$71,844,613
Contributions and grants received
$2,733,805
Grants paid
$892,071
Program services expenses (Part IX)
$60,752,492
Management and general expenses
$10,668,678
Fundraising expenses
$423,443
Program service expenses (Part III)
$60,752,492

Program services were 84.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MELINDA LUCKA KELLEY ESQUIRE

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • BRIAN HUSSAIN

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1.5 + 2.5 related

  • DR PATRICK J KELLY MD

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1.5 + 2.5 related

  • DR DAVID ADAMS MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ROBERT BALDWIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • HEYWARD CARTER JR ESQ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOANNE M HILL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 2.5 related

  • KATHERINE ROBINSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • REV GREGORY SMITH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • GREG JONES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • RT REV RUTH WOODLIFF-STANLEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ROBERT VINGI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 2.5 related

  • SARAH E H TIPTON

    CEO/PRESIDENT

    Total calculated
    $495,471
    From this org
    $418,070
    From related orgs
    $0
    Other
    $77,401
    Hours/week
    40 + 15 related

    Schedule J breakdown matched by us

    Base
    $418,070
    Bonus
    $0
    Other
    $0
    Deferred
    $30,500
    Nontaxable benefits
    $46,901
    Filer's total
    $495,471

  • LYNNE L KERRISON

    EVP/CFO

    Total calculated
    $437,440
    From this org
    $383,641
    From related orgs
    $0
    Other
    $53,799
    Hours/week
    40 + 15 related

    Schedule J breakdown matched by us

    Base
    $345,141
    Bonus
    $38,500
    Other
    $0
    Deferred
    $23,344
    Nontaxable benefits
    $30,455
    Filer's total
    $437,440

  • AARON D ROOP

    SR. VP

    Total calculated
    $311,807
    From this org
    $272,681
    From related orgs
    $0
    Other
    $39,126
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $236,681
    Bonus
    $36,000
    Other
    $0
    Deferred
    $23,000
    Nontaxable benefits
    $16,126
    Filer's total
    $311,807

  • JONNA COOK

    VP OF HEALTH SERVICES

    Total calculated
    $255,942
    From this org
    $215,494
    From related orgs
    $0
    Other
    $40,448
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $193,234
    Bonus
    $22,260
    Other
    $0
    Deferred
    $26,783
    Nontaxable benefits
    $13,665
    Filer's total
    $255,942

  • JAMES A EPPER

    VP OF CULINARY SERVICES

    Total calculated
    $194,040
    From this org
    $167,877
    From related orgs
    $0
    Other
    $26,163
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $149,377
    Bonus
    $18,500
    Other
    $0
    Deferred
    $18,708
    Nontaxable benefits
    $7,455
    Filer's total
    $194,040

  • DANIEL F LARRABEE

    VP FACILITY OPERATIONS

    Total calculated
    $190,000
    From this org
    $184,443
    From related orgs
    $0
    Other
    $5,557
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $149,443
    Bonus
    $35,000
    Other
    $0
    Deferred
    $5,557
    Nontaxable benefits
    $0
    Filer's total
    $190,000

  • THEODORE LU

    VP OF HUMAN RESOURCES

    Total calculated
    $233,769
    From this org
    $206,992
    From related orgs
    $0
    Other
    $26,777
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $189,992
    Bonus
    $17,000
    Other
    $0
    Deferred
    $8,938
    Nontaxable benefits
    $17,839
    Filer's total
    $233,769

  • KIMBERLY BORTS

    VP MISSION & COMM

    Total calculated
    $213,669
    From this org
    $193,138
    From related orgs
    $0
    Other
    $20,531
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $173,138
    Bonus
    $20,000
    Other
    $0
    Deferred
    $11,847
    Nontaxable benefits
    $8,684
    Filer's total
    $213,669

  • KATHERINE JAYNE

    VP OF COMMUNITY LIFE & COMPLIANCE

    Total calculated
    $176,724
    From this org
    $154,020
    From related orgs
    $0
    Other
    $22,704
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $135,020
    Bonus
    $19,000
    Other
    $0
    Deferred
    $6,578
    Nontaxable benefits
    $16,126
    Filer's total
    $176,724

  • RYAN BENTLEY

    ASST DIR/EXEC CHEF CULINARY

    Total calculated
    $163,602
    From this org
    $142,587
    From related orgs
    $0
    Other
    $21,015
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $131,587
    Bonus
    $11,000
    Other
    $0
    Deferred
    $13,560
    Nontaxable benefits
    $7,455
    Filer's total
    $163,602

  • EVAN ROBERTS

    DIRECTOR, CLINICAL EXCELLENCE

    Total calculated
    $156,943
    From this org
    $129,796
    From related orgs
    $0
    Other
    $27,147
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $122,796
    Bonus
    $7,000
    Other
    $0
    Deferred
    $19,692
    Nontaxable benefits
    $7,455
    Filer's total
    $156,943

  • RUTH EVANS

    MEDICARE ANALYTICS MANAGER

    Total calculated
    $160,536
    From this org
    $143,117
    From related orgs
    $0
    Other
    $17,419
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $138,627
    Bonus
    $4,490
    Other
    $0
    Deferred
    $8,735
    Nontaxable benefits
    $8,684
    Filer's total
    $160,536

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 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 4B
SARAH E. H. TIPTON (CEO/PRESIDENT) AND LYNNE KERRISON (CFO) PARTICIPATE IN A 457(B) DEFERRED COMPENSATION PLAN. AT THE END OF THE YEAR, THE TOTAL AMOUNT OF EMPLOYER CONTRIBUTIONS TO THE 457(B) PLANS WERE $23,000 AND $23,000, RESPECTIVELY. THIS COMPENSATION IS REFLECTED AS PART OF THE DEFERRED COMPENSATION REPORTED ON FORM 990, PART VII AND IN SCHEDULE J, PART II, COLUMN (C).
PART I, LINE 7
THE RESIDENTS CONTRIBUTE MONEY TO THE ANNUAL APPRECIATION FUND. BASED ON THE AMOUNT RAISED A DOLLAR VALUE IS GIVEN TO EACH FULL TIME HOURLY EMPLOYEE - A PRO-RATED AMOUNT IS GIVEN TO EMPLOYEES NOT FULL TIME. THE BOARD OF TRUSTEES APPROVES A DOLLAR AMOUNT OF BONUS (TOTAL BONUS POOL) TO SALARIED STAFF AND SOME HOURLY STAFF (OVER AND ABOVE THE EMPLOYEE APPRECIATION AMOUNT) - THE BONUS TO THE CEO IS RECOMMENDED BY THE BOARD. THE OPERATIONAL RESULTS OF BISHOP GADSDEN IS A PRIMARY DRIVER OF THE BONUS POOL, ALONG WITH OPERATIONAL DIFFICULTIES, BUDGET BENCHMARKS, FEEDBACK FROM RESIDENTS, ETC. THE CEO, ALONG WITH INPUT FROM MANAGEMENT STAFF AND HR DETERMINES THE AMOUNT OF BONUS TO SALARIED STAFF. THIS IS BASED UPON NON-FINANCIAL METRICS AND THE RESULTS OF OPERATIONS. THE DISCUSSION IS DOCUMENTED IN THE BOARD MINUTES.

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.

Provenance

Return type
form_990
Tax year
2024
Filed
15 October 2025
IRS schema version
2024v5.2
Source object
202542889349302249

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