Skip to content
Nonprofiteer
← MISSION CARE COMMUNITIES INC

Form 990 for tax year 2024

Filed by MISSION CARE COMMUNITIES INC.

Totals

Total revenue
$3,738,489
Total expenses
$3,155,918
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$2,433,252
Investment income
$1,305,237
Other revenue
$0
Total assets, end of year
$26,646,629
Total liabilities, end of year
$10,804,831
Net assets or fund balances, end of year
$15,841,798
Program services expenses (Part IX)
$3,155,918
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$3,155,918

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: PREMIUMS PAID BY CLCS

    total $2,433,252 · related or exempt $2,433,252

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $604,964 · excluded $604,964

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $700,273

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $700,273 · other assets $0

  • 7d · Net gain or loss

    total $700,273 · excluded $700,273

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 11g · Fees: other

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 23 · Insurance

    total $3,155,918 · program services $3,155,918

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $4,030,354

  • 4 · Accounts receivable

    beginning of year $0 · end of year $121,687

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $79,521

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $21,163,862

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $1,251,205

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $739,963

  • 22 · Loans and payables to officers and key people

    end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $10,064,868

  • 27 · Net assets without donor restrictions

    end of year $15,841,798

Mission and programs · 2024

Mission

AS A MINISTRY OF THE EVANGELICAL COVENANT CHURCH, MISSION CARE COMMUNITIES, INC. CELEBRATES GOD'S GIFT OF LIFE IN CHRISTIAN COMMUNITY. WE FOLLOW THE GREAT COMMANDMENT TO LOVE AND SERVE GOD AND ONE ANOTHER AS TAUGHT BY JESUS CHRIST. THAT COMPELS US TO AFFIRM THE DIGNITY OF EACH PERSON AND TO PURSUE EXCELLENCE AND FINANCIAL INTEGRITY IN ALL THAT WE DO. AS WE PROVIDE A BROAD RANGE OF RESOURCES, SERVICES AND PROGRAMS TO ENHANCE INDIVIDUAL AND COMMUNITY WELLNESS, WE COLLABORATE WITH RESIDENTS AND FAMILIES TO ACHIEVE THE BEST POSSIBLE RESULTS. WHILE SEEKING TO FOSTER INDEPENDENCE, WE RESPOND TO EACH INDIVIDUAL'S EVOLVING NEEDS IN ORDER TO PROVIDE THE SECURITY THAT ASSURES PEACE OF MIND. MISSION CARE COMMUNITIES, INC IS ORGANIZED AND OPERATED FOR THE BENEFIT OF, AND TO PLAN AND SUPPORT THE CHARITABLE PURPOSES OF, COVENANT LIVING COMMUNITIES AND SERVICES SPECIFICALLY THE WRITING OF INSURANCE AND REINSURANCE.

Activities or mission (Part I)

CAPTIVE INSURANCE ESTABLISHED FOR THE BENEFIT OF COVENANT LIVING COMMUNITIES AND SERVICES

  • CAPTIVE INSURANCE ORGANIZED AND OPERATED FOR THE BENEFIT OF COVENANT LIVING COMMUNITIES AND SERVICES SPECIFICALLY THE WRITING OF INSURANCE AND REINSURANCE.

    Expenses $3,155,918 · Revenue $2,433,252

As filed on the 2024 return.

Listed in Part VII

  • David G Erickson

    DIRECTOR/PRESIDENT

    Total calculated
    $810,861
    From this org
    $0
    From related orgs
    $661,650
    Other
    $149,211
    Hours/week
    1 + 61 related

    Schedule J breakdown matched by us

    Base
    $0 + $459,033 related
    Bonus
    $0 + $96,942 related
    Other
    $0 + $105,675 related
    Deferred
    $0 + $98,100 related
    Nontaxable benefits
    $0 + $51,111 related
    Filer's total
    $0 + $810,861 related

  • Rebecca Hale

    DIRECTOR/ASSISTANT SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Janet Creaney

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 2.2 related

  • Janet Goelz Hoffman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 2.2 related

  • Lorene Flewellen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 2.2 related

  • Todd Sletcha

    DIRECTOR

    Total calculated
    $391,690
    From this org
    $0
    From related orgs
    $323,746
    Other
    $67,944
    Hours/week
    0.1 + 42.3 related

    Schedule J breakdown matched by us

    Base
    $0 + $277,415 related
    Bonus
    $0
    Other
    $0 + $46,331 related
    Deferred
    $0 + $35,568 related
    Nontaxable benefits
    $0 + $32,376 related
    Filer's total
    $0 + $391,690 related

  • Cory Kallheim

    SECRETARY

    Total calculated
    $408,753
    From this org
    $0
    From related orgs
    $327,540
    Other
    $81,213
    Hours/week
    1 + 61 related

    Schedule J breakdown matched by us

    Base
    $0 + $255,110 related
    Bonus
    $0 + $48,075 related
    Other
    $0 + $24,355 related
    Deferred
    $0 + $37,044 related
    Nontaxable benefits
    $0 + $44,169 related
    Filer's total
    $0 + $408,753 related

  • Emily Warnygora

    ASSISTANT SECRETARY

    Total calculated
    $115,211
    From this org
    $0
    From related orgs
    $101,477
    Other
    $13,734
    Hours/week
    1 + 61 related

  • Jean E Justie

    TREASURER

    Total calculated
    $693,761
    From this org
    $0
    From related orgs
    $585,593
    Other
    $108,168
    Hours/week
    1 + 61 related

    Schedule J breakdown matched by us

    Base
    $0 + $342,178 related
    Bonus
    $0 + $150,383 related
    Other
    $0 + $93,032 related
    Deferred
    $0 + $54,841 related
    Nontaxable benefits
    $0 + $53,327 related
    Filer's total
    $0 + $693,761 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

  • 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)

SCHEDULE J, PART I, LINE 3 ARRANGEMENT USED TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION
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.
SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT 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: TODD SLECHTA DAVID ERICKSON JEAN JUSTIE CORY KALLHEIM IN 2024, THESE INDIVIDUALS VESTED IN THE PLAN IN THE FOLLOWING AMOUNTS: DAVID ERICKSON - $49,490 JEAN JUSTIE - $13,839 TODD SLECHTA - $13,018 IN 2024, THESE INDIVIDUALS RECEIVED DISTRIBUTIONS FROM THE PLAN IN THE FOLLOWING AMOUNTS: DAVID ERICKSON - $30,843
SCHEDULE J, PART I, LINE 7 NON-FIXED PAYMENTS
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.
SCHEDULE J, 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 9/30/23 WERE PAID OUT IN 2024 FOR CLCS AND RELATED ENTITIES. INCENTIVES RELATED TO CMB'S ACHIEVEMENT OF TARGETS FOR THE TWELVE MONTHS ENDED 9/30/24 WERE PAID OUT IN 2024.
SCHEDULE J, PART II, COLUMN (D)
NONTAXABLE BENEFITS INCLUDE HEALTH INSURANCE PREMIUMS PAID BY THE EMPLOYER AND EMPLOYEE.

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.

  • COVENANT INTERNATIONAL INSURANCE COMPANY LTD

    C CORPORATION · INSURANCE · BD

    Directly controlled by NA

  • COVENANT TRUST COMPANY

    C CORPORATION · FINANCIAL SERVICES · IL

    Directly controlled by NA

  • COVENANT LIVING HOLDINGS THREE INC

    C CORPORATION · CONSULTING SERVICES · IL

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2024
Filed
7 August 2026
IRS schema version
2024v5.1
Source object
202642199349301624

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.