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Nonprofiteer
← EPISCOPAL RETIREMENT HOMES INC

Form 990 for tax year 2023

Filed by EPISCOPAL RETIREMENT HOMES INC.

Totals

Total revenue
$39,959,006
Total expenses
$39,810,454
Contributions and grants received
$4,693,934
Grants paid
$8,445
Program service revenue
$34,520,710
Investment income
$694,264
Other revenue
$50,098
Total assets, end of year
$58,629,055
Total liabilities, end of year
$51,825,376
Net assets or fund balances, end of year
$6,803,679
Program services expenses (Part IX)
$31,201,923
Management and general expenses
$8,094,799
Fundraising expenses
$513,732
Program service expenses (Part III)
$31,201,923

Program services were 78.4% 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.

  • 1d · Related organizations

    $3,432,350

  • 1f · All other contributions, gifts and grants

    $1,261,584

  • 2a · Program service revenue: MONTHLY & DAILY RES FEES

    total $29,824,351 · related or exempt $29,824,351

  • 2b · Program service revenue: OTHER OPERATING REVENUE

    total $2,219,531 · related or exempt $2,219,531

  • 2c · Program service revenue: MANAGEMENT FEE INCOME

    total $1,999,192 · related or exempt $1,999,192

  • 2d · Program service revenue: AMORTIZATION OF ENTRANCE FEES

    total $477,636 · related or exempt $477,636

  • 3 · Investment income

    total $689,264 · excluded $689,264

  • 7a · Gross sales of assets other than inventory

    other assets $5,000

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

    other assets $0

  • 7c · Gain or loss

    other assets $5,000

  • 7d · Net gain or loss

    total $5,000 · excluded $5,000

  • 11d · All other revenue

    total $50,098 · related or exempt $50,098

  • 11e · Other revenue, total

    $50,098

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $8,445 · program services $8,445

  • 5 · Compensation of officers, directors and key employees

    total $1,825,479 · program services $1,435,548 · management and general $355,070 · fundraising $34,861

  • 7 · Other salaries and wages

    total $16,555,921 · program services $13,019,493 · management and general $3,220,258 · fundraising $316,170

  • 8 · Pension plan contributions

    total $301,869 · program services $184,547 · management and general $117,322

  • 9 · Other employee benefits

    total $1,632,524 · program services $1,068,042 · management and general $511,694 · fundraising $52,788

  • 10 · Payroll taxes

    total $1,692,129 · program services $1,339,367 · management and general $320,834 · fundraising $31,928

  • 11a · Fees: management

    total $311,775 · program services $194,861 · management and general $113,477 · fundraising $3,437

  • 11b · Fees: legal

    total $78,912 · management and general $78,912

  • 11c · Fees: accounting

    total $174,962 · management and general $174,962

  • 11d · Fees: lobbying

    total $1,487 · management and general $1,487

  • 11g · Fees: other

    total $4,304,940 · program services $2,800,895 · management and general $1,454,640 · fundraising $49,405

  • 12 · Advertising and promotion

    total $630,698 · management and general $630,698

  • 13 · Office expenses

    total $800,808 · program services $770,285 · management and general $29,830 · fundraising $693

  • 14 · Information technology

    total $314,283 · management and general $314,283

  • 16 · Occupancy

    total $1,176,077 · program services $1,084,886 · management and general $91,191

  • 17 · Travel

    total $62,317 · program services $31,144 · management and general $29,525 · fundraising $1,648

  • 19 · Conferences, conventions and meetings

    total $10,961 · program services $5,091 · management and general $4,917 · fundraising $953

  • 20 · Interest

    total $1,707,360 · program services $1,707,360

  • 22 · Depreciation, depletion and amortization

    total $3,557,615 · program services $3,372,649 · management and general $184,966

  • 23 · Insurance

    total $692,649 · program services $644,394 · management and general $48,255

  • 24a · Other expenses: FOOD SUPPLIES

    total $1,301,473 · program services $1,301,473

  • 24b · Other expenses: FRANCHISE BED TAX; PROP

    total $960,534 · program services $924,970 · management and general $35,564

  • 24c · Other expenses: DEPARTMENT PROGRAM ACTI

    total $665,910 · program services $564,983 · management and general $100,927

  • 24d · Other expenses: MAINTENANCE & REPAIRS

    total $472,440 · program services $458,946 · management and general $13,494

  • 24e · All other expenses

    total $568,886 · program services $284,544 · management and general $262,493 · fundraising $21,849

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,891,688 · end of year $4,644,138

  • 2 · Savings and temporary cash investments

    beginning of year $851,081 · end of year $151,081

  • 4 · Accounts receivable

    beginning of year $1,252,814 · end of year $1,644,828

  • 9 · Prepaid expenses and deferred charges

    beginning of year $844,752 · end of year $1,038,711

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

    $104,512,583

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

    $58,302,594

  • 10c · Land, buildings and equipment, net

    beginning of year $48,154,011 · end of year $46,209,989

  • 13 · Investments: program-related

    beginning of year $2,145,012 · end of year $2,089,581

  • 15 · Other assets

    beginning of year $4,684,365 · end of year $2,850,727

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,523,227 · end of year $6,021,080

  • 19 · Deferred revenue

    beginning of year $1,843,040 · end of year $2,450,155

  • 20 · Tax-exempt bond liabilities

    beginning of year $29,119,967 · end of year $27,190,700

  • 23 · Secured mortgages and notes payable

    beginning of year $1,832,500 · end of year $1,950,000

  • 25 · Other liabilities

    beginning of year $12,519,691 · end of year $14,213,441

  • 27 · Net assets without donor restrictions

    beginning of year $8,985,298 · end of year $6,803,679

Mission and programs · 2023

Mission

WE ENRICH THE LIVES OF OLDER ADULTS IN A PERSON-CENTERED, INNOVATIVE, AND SPIRITUALLY BASED WAY.

  • MARJORIE P. LEE: THE MARJORIE P. LEE COMMUNITY HAS BEEN ENRICHING THE LIVES OF OLDER ADULTS WITH QUALITY SERVICES SINCE 1963 AND HAS BECOME A LANDMARK IN THE EAST CINCINNATI SUBURB OF HYDE PARK. NESTLED IN A TREE-LINED NEIGHBORHOOD, IT IS A SHORT WALK TO HYDE PARK SQUARE, WHICH OFFERS SHOPS, RESTAURANTS, BANKING, AND OTHER COMMUNITY SERVICES. WE OFFER A CHOICE OF ACCOMMODATIONS AND SERVICES FOR INDEPENDENT LIVING, ASSISTED LIVING, SHORT-STAY AND LONG-TERM SKILLED NURSING CARE, AND MEMORY SUPPORT, ALL UNDER ONE ROOF. AND WITH THE "OUR PROMISE, YOUR FUTURE" PROGRAM, WE WILL NOT ASK ANY RESIDENT TO LEAVE IF THEY OUTLIVE THEIR FINANCIAL RESOURCES. NOT MANY COMMUNITIES CAN OFFER THAT IN WRITING, RIGHT IN THE CONTRACT! THIS PROVIDES TRUE PEACE OF MIND TO OUR RESIDENTS AND THEIR FAMILIES KNOWING THEY WILL BE IN THE BEST HANDS POSSIBLE, NO MATTER WHAT THE FUTURE BRINGS.MARJORIE P. LEE PROVIDES SENIOR APARTMENTS IN 77 RESIDENTIAL APARTMENTS, 27 MEMORY SUPPORT ASSISTED LIVING APARTMENTS, AND 88 SKILLED CARE CENTER BEDS. DURING 2023, MARJORIE P. LEE SPENT OVER $508,000 ON CHARITABLE FINANCIAL ASSISTANCE, MINISTRY SERVICES, CHAPLAINCY, AND VOLUNTEERS.MARJORIE P. LEE HAS BEEN RECOGNIZED THROUGH INDEPENDENT ORGANIZATIONS AND HIGH SATISFACTION SCORES. MARJORIE P. LEE AND ITS PARENT, EPISCOPAL RETIREMENT SERVICES, HAS BEEN HONORED AS A TOP WORKPLACE IN CINCINNATI FOR THE FOURTEENTH CONSECUTIVE YEAR, A DISTINCTION THAT IS VOTED ON BY OUR EMPLOYEES AND ONLY HELD BY JUST THREE OTHER COMPANIES IN THE CITY. ALSO, IN RECENT YEARS, MARJORIE P. LEE HAS SCORED AMONG THE HIGHEST IN THE REGION ON THE OHIO DEPARTMENT OF AGING NURSING HOME RESIDENT SATISFACTION SURVEY. UNDERLYING EVERYTHING WE DO IS OUR PERSON-CENTERED CARE PHILOSOPHY THAT BELIEVES PEOPLE SHOULD LIVE LIFE ON THEIR OWN TERMS WHENEVER POSSIBLE. IN OUR SENIOR LIVING COMMUNITIES, IT MEANS WE DO NOT THINK OF RESIDENTS AS LIVING IN OUR BUILDINGS, BUT RATHER THAT WE ARE WORKING IN THEIR HOMES. BECAUSE OF THIS PHILOSOPHY, WE RESPECT THAT WE ARE WORKING IN SOMEONE'S HOME AND TAKE THE CONCEPT OF INDIVIDUALIZED SERVICE AND CARE TO A HIGHER LEVEL. BY EMPHASIZING FREEDOM, CHOICE, AND PURPOSE, IT IS ALWAYS OUR PRIMARY GOAL TO ENSURE THAT THE ELDERS WE SERVE ARE SUCCESSFUL, SECURE, ENGAGED, AND HAPPY, NO MATTER WHAT PART OF OUR COMMUNITY THEY ARE IN. AT MARJORIE P. LEE, IT IS ALL RIGHT HERE IF YOU NEED IT.

    Expenses $19,279,321 · Grants $8,445 · Revenue $20,339,486

  • DEUPREE HOUSE: THE DEUPREE HOUSE COMMUNITY IS COMPRISED OF 145 APARTMENTS LOCATED ON ERIE AVENUE ACROSS FROM THE HYDE PARK COUNTRY CLUB IN CINCINNATI. WITH ABUNDANT AMENITIES AND SERVICES, OLDER ADULTS CAN LIVE A FULL AND ACTIVE LIFESTYLE IN A NEIGHBORHOOD THAT IS CLOSE TO EVERYTHING THEY MIGHT NEED. WE ALSO OFFER A TRULY UNIQUE, NON-INSTITUTIONAL APPROACH TO NURSING CARE, WITH OUR PERSON-CENTERED CARE. THIS APPROACH IS PART OF WHAT MAKES THE DEUPREE COMMUNITY THE BEST PLACE IN CINCINNATI TO LIVE A LIFE OF CHOICE, FREEDOM, AND PURPOSE. WE ALSO OFFER DEUPREE PLUS LIVING SERVICES TO OUR INDEPENDENT RESIDENTS WHO MAY NEED SOME ASSISTANCE TO SUCCESSFULLY STAY IN THEIR APARTMENTS. THE LIFESTYLE AT DEUPREE HOUSE OFFERS SECURITY AND TRUE PEACE OF MIND. THIS IS BECAUSE THE FINEST CARE AT EVERY LEVEL IS PROVIDED, AND A RESIDENT WILL NEVER BE ASKED TO LEAVE FOR FINANCIAL REASONS. IN 2023, DEUPREE HOUSE PROVIDED OVER $365,000 FOR CHARITABLE FINANCIAL ASSISTANCE, MINISTRY SERVICES, CHAPLAINCY, AND VOLUNTEERS.DEUPREE COTTAGES OFFERS SKILLED NURSING CARE THAT CONSISTS OF 24 BEDS. HERE, WE OFFER AN ALTERNATIVE TO TRADITIONAL INSTITUTIONAL NURSING HOMES. NESTLED JUST OFF ERIE AVENUE ON THE DEUPREE HOUSE RETIREMENT COMMUNITY CAMPUS, DEUPREE COTTAGES WILL FOREVER CHANGE THE IMAGE OF WHAT A NURSING HOME SHOULD BE. WHETHER A PERSON IS THERE FOR SHORT-TERM REHABILITATION OR LONG-TERM CARE, OUR PERSON-CENTERED CARE APPROACH ENSURES RESIDENTS FEEL LIKE THEY ARE AT HOME, NOT IN A HOME. RESIDENTS LIVE ON THEIR OWN TERMS, FREE FROM RESTRICTIVE ROUTINES SUCH AS WAKE-UP CALLS AND SET MEAL TIMES. ELDERS LIVE WITH DIGNITY IN AN ENVIRONMENT OFFERING FREEDOM, CHOICE, AND PURPOSE WHILE RECEIVING THE VERY BEST QUALITY CARE.SERVICES AT THE DEUPREE COTTAGES SKILLED NURSING CENTER INCLUDE:- CARE MONITORED BY INTERDISCIPLINARY TEAM INCLUDING NURSES, SOCIAL SERVICES SPECIALIST, ACTIVITIES DIRECTOR, AND SPIRITUAL CARE PROFESSIONALS- HIGHLY EXPERIENCED TEAM OF CERTIFIED PHYSICAL THERAPISTS- SPECIALLY TRAINED PERSON-CENTERED CARE STAFF- DAILY SCHEDULE ADAPTED TO RESIDENT'S PERSONAL LIFESTYLE AND NEEDS- ALL ROOMS AND SUITES ARE PRIVATE WITH BATHROOMS AND WALK-IN SHOWERS- CLINICAL SERVICES INCLUDING VISITING SPECIALISTS AVAILABLE AS NEEDED- EXCELLENT FOOD PREPARED IN OUR OWN COMMUNITY KITCHENS- WIRELESS INTERNET FOR RESIDENTS AND VISITORS- COMFORTABLE FAMILY ROOM WITH FIREPLACE AND FLAT SCREEN TV- USE OF DEUPREE HOUSE FITNESS ZONE AND AQUATICS CENTER- PARTICIPATION IN ACTIVITIES AS APPROPRIATE SUCH AS MOVIE NIGHTS, CONCERTS, SEMINARS, OUTINGS, ETC.- BEAUTIFUL GARDENS AND WALKING AREAS- SHORT-TERM/TRANSITIONAL CARE MAY BE AVAILABLETHE DEUPREE HOUSE'S DEUPREE COTTAGES HAS SCORED AMONG THE HIGHEST IN THE REGION ON THE OHIO DEPARTMENT OF AGING NURSING HOME RESIDENT SATISFACTION SURVEY. IN ADDITION, DEUPREE COTTAGES WAS ONE OF ONLY SIX AMERICAN NURSING HOMES RECOGNIZED IN THE RECENTLY PUBLISHED BOOK, DESIGN FOR AGING: INTERNATIONAL CASE STUDIES OF BUILDING AND PROGRAM, FOR BEING AMONG THOSE WITH "EXCELLENT AGED CARE ENVIRONMENTS." THE BOOK INCLUDES A TOTAL OF 27 NURSING HOMES WORLDWIDE AND DEVOTES AN ENTIRE CHAPTER TO THE DEUPREE COTTAGES AND THEIR INNOVATIVE DESIGN, ARCHITECTURAL CHALLENGES, AND THE QUALITY CARE PROVIDED BY THEIR NON-TRADITIONAL PERSON-CENTERED CARE APPROACH.

    Expenses $11,059,551 · Revenue $12,935,148

  • DEUPREE MEALS ON WHEELS: DEUPREE MEALS ON WHEELS DELIVERED OVER 115,000 MEALS IN 2023 TO LOCAL NEIGHBORHOODS, COMPLETE WITH A SMILE AND A FRIENDLY CHAT. OUR MEALS ARE PREPARED BY FIVE STAR FOOD SERVICES CO. AND EXCEED COUNCIL ON AGING MINIMUMS FOR NUTRITION. IN FACT, WE HAVE ACHIEVED 100% IN THE COUNCIL ON AGING AUDIT SCORE. WE SERVED 589 CLIENTS. MEALS ARE DELIVERED EACH DAY BY COMPASSIONATE AND CARING MEMBERS OF OUR TEAM ALONG WITH A DEDICATED TEAM OF 60 VOLUNTEERS. THESE VOLUNTEERS GAVE 9,360 HOURS OF THEIR TIME AND TAKE A PERSONAL INTEREST IN THE WELL-BEING OF OUR CLIENTS. WE PROVIDE SPECIAL MEALS FOR THOSE WITH ALLERGIES OR OTHER MEDICAL CONDITIONS, AND WE MAKE ADJUSTMENTS TO OUR DELIVERY SCHEDULES AS NEEDED TO SUIT OUR CLIENTS. OFTEN OUR DRIVERS ARE THE ONLY SOCIAL CONTACT THEY HAVE ALL DAY AND THEY LOOK FORWARD TO SEEING AND TALKING WITH THEM. IN LATE 2023, THE PROGRAM BEGAN PARTICIPATING IN A PILOT PROGRAM CALLED "SWIPE & DINE" TO PROVIDE AN ALTERNATIVE FOR CONGREGATE OR RESTAURANT MEALS. THE PROGRAM SERVED 315 PARTICIPANTS A TOTAL OF 776 MEALS.

    Expenses $730,936 · Revenue $1,061,632

  • AS A NOT-FOR-PROFIT, WE ARE ABLE TO REINVEST FUNDS RATHER THAN PAY OWNERS OR INVESTORS. EVERYTHING WE DO IS DRIVEN BY THE NEEDS AND WELL-BEING OF THOSE WE SERVE AND THE RESULTS ARE REMARKABLE: INDEPENDENCE AND REAL COMMUNITY, FAITH-BASED VALUES, A WELCOMING SPIRIT, INNOVATIVE SERVICES AND LONG-TERM EXPERIENCE. EPISCOPAL RETIREMENT HOMES, INC. (ERH) HAS SEVERAL PROGRAMS THAT REACH OUT INTO THE COMMUNITY TO EXPAND OUR MISSION TO OLDER ADULTS.LIVING WELL SENIOR SOLUTIONS: LIVING WELL SENIOR SOLUTIONS (LWSS) IS AN AGING LIFE CARE SERVICE THAT ADDRESSES THE CHALLENGES OF HOME-BASED ELDER CARE MANAGEMENT. FROM SITUATION ASSESSMENT TO PLAN IMPLEMENTATION, WE ARE THE EXPERTS WHO WILL GUIDE FAMILIES TO SAFE AND HEALTHY LIVING FOR THEIR LOVED ONES. WHEN FACED WITH THE RESPONSIBILITY OF CARING FOR AN ELDERLY LOVE DONE, MOST PEOPLE LACK EITHER THE EXPERIENCE AND KNOWLEDGE NECESSARY OR THE TIME REQUIRED TO EFFECTIVELY FULFILL THE ROLE OF CAREGIVER. HELPING FIND ANSWERS AND CONNECT LOVED ONES WITH THE RIGHT HEALTHCARE PARTNERS GIVES THE PEACE OF MIND OF KNOWING THAT ELDERLY LOVED ONES WILL RECEIVE THE RIGHT CARE AND SERVICES.OFTEN AN UNEXPECTED HEALTH PROBLEM OR CHANGE IN A LONG-TERM CARE SITUATION TRIGGERS A CRISIS AND RESULTS IN A HIGH LEVEL OF STRESS AND A FLURRY OF ACTIVITY. FEAR, CONFUSION, GUILT, AND FRUSTRATION OFTEN SURFACE AS PEOPLE ATTEMPT TO NAVIGATE THROUGH THE MAZE OF HEALTHCARE OPTIONS AND CHOICES. A TEAM OF ADVISORS AND CARE EXPERTS FROM LWSS PROVIDES THE ANSWERS AND GUIDANCE NECESSARY TO ENSURE EVERYTHING POSSIBLE IS BEING DONE TO ENSURE THE BEST CARE POSSIBLE. THIS MIGHT INCLUDE IN-HOME CARE CHOICES WHEN STAYING AT HOME IS THE DESIRED OPTION OR HELPING GUIDE DECISIONS ON CARE OPTIONS OUTSIDE THE HOME IF APPROPRIATE.WE PROVIDE AS MUCH OR AS LITTLE CARE MANAGEMENT AS CLIENTS WANT, AND OUR SERVICES INCLUDE PROVIDING ANSWERS TO MEDICARE AND INSURANCE QUESTIONS, 24-HOUR NURSING CARE, ACCOMMODATING CLIENTS ON A DOCTOR'S VISIT, AND ACTING AS AN ADVOCATE DURING A HOSPITAL STAY. THE TEAM'S COMPASSION IS SURPASSED ONLY BY THEIR PROFESSIONALISM, AND TIME AND AGAIN WORDS LIKE "RELIEF," "PEACE OF MIND, AND "GODSEND" ARE USED BY OUR CLIENTS TO DESCRIBE THEIR FEELINGS ONCE THE TEAM GETS INVOLVED. THE PROGRAM SERVED 75 INDIVIDUALS WITH 2,241 CARE MANAGER HOURS IN 2023.PARISH HEALTH MINISTRY: PARISH HEALTH MINISTRY (PHM) WORKS WITH 80 CHURCHES AND OTHER PARTNERS ENCOURAGING THEM TO RENEW THEIR ROLE IN HEALTHCARE THROUGH ADVOCACY, EDUCATION, AND WELLNESS PROGRAMS. WITH A TEAM OF PARISH NURSES AND VOLUNTEERS, PHM TOUCHES THE LIVES OF OVER INDIVIDUALS EACH YEAR. OUR VOLUNTEERS AND PARISH NURSES PROVIDE VALUABLE COMMUNITY BASED HEALTHCARE SERVICES IN THE FORM OF SCREENINGS AND EDUCATION AND PROMOTE HEALTH AND WELLNESS IN THE COMMUNITY THROUGH VISITS TO HOSPITALS, NURSING HOMES, AND PRIVATE HOMES.

    Expenses $132,115 · Revenue $234,542

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • THOMAS W REGAN

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • DORA ANIM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.4 related

  • W THOMAS COOPER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • THE REV DARREN ELIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.4 related

  • THE REV JOHN FRITSCHNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.4 related

  • JOANN HAGOPIAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • ALAN HARTMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

  • GREGORY HOPKINS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.4 related

  • ERIC KEARNEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.5 related

  • THE REV CANON JACK KOEPKE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.4 related

  • GERRON MCKNIGHT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.4 related

  • JENNY PAYNE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.4 related

  • APRYL POPE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.2 related

  • ALBERT SMITHERMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.5 related

  • CHIP WORKMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • ELIZABETH ZWILLING

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.4 related

  • LAURA LAMB

    CEO

    Total calculated
    $595,486
    From this org
    $518,728
    From related orgs
    $0
    Other
    $76,758
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $431,352
    Bonus
    $78,376
    Other
    $9,000
    Deferred
    $38,118
    Nontaxable benefits
    $38,640
    Filer's total
    $595,486

  • DANIEL STEWARD

    CFO

    Total calculated
    $287,648
    From this org
    $252,506
    From related orgs
    $0
    Other
    $35,142
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $232,787
    Bonus
    $19,719
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $35,142
    Filer's total
    $287,648

  • BEVERLY EDWARDS

    VP, RESIDENT HEALTHCARE

    Total calculated
    $206,193
    From this org
    $202,734
    From related orgs
    $0
    Other
    $3,459
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $180,720
    Bonus
    $22,014
    Other
    $0
    Deferred
    $3,139
    Nontaxable benefits
    $320
    Filer's total
    $206,193

  • JOAN WETZEL

    VP, HR & ORG. DEV.

    Total calculated
    $205,205
    From this org
    $169,067
    From related orgs
    $0
    Other
    $36,138
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $151,670
    Bonus
    $17,397
    Other
    $0
    Deferred
    $3,508
    Nontaxable benefits
    $32,630
    Filer's total
    $205,205

  • JAMES WILSON

    VP, AFFORDABLE LIVING

    Total calculated
    $201,591
    From this org
    $186,306
    From related orgs
    $0
    Other
    $15,285
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $163,191
    Bonus
    $23,115
    Other
    $0
    Deferred
    $2,908
    Nontaxable benefits
    $12,377
    Filer's total
    $201,591

  • BRYAN REYNOLDS

    VP, MARKETING (UNTIL 12/29/23)

    Total calculated
    $179,040
    From this org
    $141,924
    From related orgs
    $0
    Other
    $37,116
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $131,078
    Bonus
    $10,846
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $37,116
    Filer's total
    $179,040

  • MEGAN BRADFORD

    VP, MIDDLE MARKET & MINISTRY

    Total calculated
    $150,314
    From this org
    $146,102
    From related orgs
    $0
    Other
    $4,212
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $129,561
    Bonus
    $16,300
    Other
    $241
    Deferred
    $3,894
    Nontaxable benefits
    $318
    Filer's total
    $150,314

  • JOY BLANG

    EXECUTIVE DIRECTOR PHILANTHROPY

    Total calculated
    $171,470
    From this org
    $128,821
    From related orgs
    $0
    Other
    $42,649
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $116,656
    Bonus
    $12,165
    Other
    $0
    Deferred
    $2,602
    Nontaxable benefits
    $40,047
    Filer's total
    $171,470

  • LILLIE M MECHEAU

    VERSATILE WORKER

    Total calculated
    $178,077
    From this org
    $152,085
    From related orgs
    $0
    Other
    $25,992
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $124,585
    Bonus
    $27,500
    Other
    $0
    Deferred
    $5,125
    Nontaxable benefits
    $20,867
    Filer's total
    $178,077

  • WINDY N MCCAUGHEY

    EXECUTIVE DIRECTOR

    Total calculated
    $167,764
    From this org
    $144,455
    From related orgs
    $0
    Other
    $23,309
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,501
    Bonus
    $10,954
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $23,309
    Filer's total
    $167,764

  • JUDITH DEAN

    DIRECTOR OF NURSING

    Total calculated
    $149,781
    From this org
    $124,384
    From related orgs
    $0
    Other
    $25,397
    Hours/week
    40

  • ANTHONY WILLIAMS

    ADMINISTRATOR

    Total calculated
    $141,097
    From this org
    $120,013
    From related orgs
    $0
    Other
    $21,084
    Hours/week
    40

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

  • 3 · Compensation committee
  • 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 7
BONUSES ARE BASED ON INDIVIDUAL STRATEGIC AND OPERATIONAL GOALS THAT ARE MEASURED BY THE INDIVIDUAL'S MANAGER AND APPROVED AT END OF YEAR BASED ON RESULTS ACHIEVED.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202433209349304658

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

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