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Nonprofiteer
← APPLEWOOD CENTERS INC

Form 990 for tax year 2022

Filed by APPLEWOOD CENTERS INC.

Totals

Total revenue
$21,051,280
Total expenses
$20,389,498
Contributions and grants received
$1,333,555
Grants paid
$547,768
Program service revenue
$19,004,741
Investment income
$601,515
Other revenue
$111,469
Total assets, end of year
$30,492,676
Total liabilities, end of year
$2,971,585
Net assets or fund balances, end of year
$27,521,091
Program services expenses (Part IX)
$18,164,394
Management and general expenses
$2,024,043
Fundraising expenses
$201,061
Program service expenses (Part III)
$18,164,394

Program services were 89.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ADAM JACOBS

    PRESIDENT

    Total calculated
    $959,272
    From this org
    $0
    From related orgs
    $779,282
    Other
    $179,990
    Hours/week
    13

    Schedule J breakdown matched by us

    Base
    $0 + $533,422 related
    Bonus
    $0
    Other
    $0 + $245,860 related
    Deferred
    $0 + $174,780 related
    Nontaxable benefits
    $0 + $5,210 related
    Filer's total
    $0 + $959,272 related

  • LEIGH HALL

    DIRECTOR OF RISK MANAGEMENT

    Total calculated
    $318,330
    From this org
    $0
    From related orgs
    $203,739
    Other
    $114,591
    Hours/week
    13

    Schedule J breakdown matched by us

    Base
    $0 + $202,842 related
    Bonus
    $0
    Other
    $0 + $897 related
    Deferred
    $0 + $87,138 related
    Nontaxable benefits
    $0 + $27,453 related
    Filer's total
    $0 + $318,330 related

  • CHRISTOPHER CLANCY

    CHIEF INFORMATION OFFICER

    Total calculated
    $280,869
    From this org
    $0
    From related orgs
    $226,885
    Other
    $53,984
    Hours/week
    13

    Schedule J breakdown matched by us

    Base
    $0 + $225,988 related
    Bonus
    $0
    Other
    $0 + $897 related
    Deferred
    $0 + $23,481 related
    Nontaxable benefits
    $0 + $30,503 related
    Filer's total
    $0 + $280,869 related

  • BETH COHEN POLLACK

    DIRECTOR OF ORGANIZATIONAL ADVANCEMENT

    Total calculated
    $259,908
    From this org
    $0
    From related orgs
    $190,648
    Other
    $69,260
    Hours/week
    13

    Schedule J breakdown matched by us

    Base
    $0 + $188,971 related
    Bonus
    $0
    Other
    $0 + $1,677 related
    Deferred
    $0 + $39,909 related
    Nontaxable benefits
    $0 + $29,351 related
    Filer's total
    $0 + $259,908 related

  • SCOTT MOORE

    CHIEF FINANCIAL OFFICER

    Total calculated
    $248,312
    From this org
    $0
    From related orgs
    $227,205
    Other
    $21,107
    Hours/week
    13

    Schedule J breakdown matched by us

    Base
    $0 + $226,746 related
    Bonus
    $0
    Other
    $0 + $459 related
    Deferred
    $0 + $21,107 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $248,312 related

  • JENNIFER YARHAM

    EXECUTIVE DIRECTOR

    Total calculated
    $198,084
    From this org
    $0
    From related orgs
    $149,746
    Other
    $48,338
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $148,802 related
    Bonus
    $0
    Other
    $0 + $944 related
    Deferred
    $0 + $20,885 related
    Nontaxable benefits
    $0 + $27,453 related
    Filer's total
    $0 + $198,084 related

  • DIANA HARRISON

    DIRECTOR OF HUMAN RESOURCES

    Total calculated
    $194,895
    From this org
    $0
    From related orgs
    $160,694
    Other
    $34,201
    Hours/week
    13

    Schedule J breakdown matched by us

    Base
    $0 + $160,572 related
    Bonus
    $0
    Other
    $0 + $122 related
    Deferred
    $0 + $6,748 related
    Nontaxable benefits
    $0 + $27,453 related
    Filer's total
    $0 + $194,895 related

  • ROBERT BRAUN

    DIRECTOR OF FACILITIES

    Total calculated
    $175,876
    From this org
    $0
    From related orgs
    $142,664
    Other
    $33,212
    Hours/week
    13

    Schedule J breakdown matched by us

    Base
    $0 + $140,759 related
    Bonus
    $0
    Other
    $0 + $1,905 related
    Deferred
    $0 + $11,250 related
    Nontaxable benefits
    $0 + $21,962 related
    Filer's total
    $0 + $175,876 related

  • LYNN MILLINER

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • PETER BOLBACH

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • FRANK WARDEGA

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL DEMINICO

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • NAKUL KAPADIA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHRIS HUNTER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • FAISAL KHAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAMES KOBAK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RICHARD BAMBERGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LISA RICHARDSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JUDITH STENTA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STEPHANIE MOHAR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • HARDIK DESAI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KATHLEEN KERN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TINA YARIAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT MOWSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAMES HOGG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • THOMAS BECHTEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JUDI FENIGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • THOMAS STAFFORD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT GEPHART

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SUSANNA KREY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN SCANLAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SUSAN INFELD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANTHONY VALENCIC

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MONYKA PRICE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ABBEY PATTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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

  • 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)

Pt I Line 4b
ADAM JACOBS ACCRUED DEFERRED COMPENSATION IN THE AMOUNT OF $56,406 FOR SUPPLEMENTAL NON-QUALIFIED 457 PLANS.
Pt I Line 3
THE PRESIDENT, EXECUTIVE DIRECTOR, CHIEF FINANCIAL OFFICER,CHIEF INFORMATION OFFICER, DIRECTOR OF HUMAN RESOURCES, DIRECTOR OF ORGANIZATIONAL ADVANCEMENT, DIRECTOR OF FACILITIES AND THE DIRECTOR OF RISK MANAGEMENT OF APPLEWOOD CENTERS ARE PAID THROUGH WINGSPAN CARE GROUP, THE PARENT COMPANY. THE PRESIDENT'S COMPENSATION IS ESTABLISHED AND APPROVED BY THE BOARD OF WINGSPAN CARE GROUP, WITH THE PROPORTIONAL SHARE CHARGED TO APPLEWOOD CENTERS.

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.

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.

  • Perpetual Trust (3)

    T · Investing · OH · 100% owned · share of income $61,868 · share of assets $1,312,163

    Directly controlled by Applewood

Provenance

Return type
form_990
Tax year
2022
Filed
7 May 2024
IRS schema version
2022v5.0
Source object
202441289349302069

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