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Nonprofiteer
← OAK CREST VILLAGE INC

Form 990 for tax year 2023

Filed by OAK CREST VILLAGE INC.

Totals

Total revenue
$99,595,448
Total expenses
$113,474,241
Contributions and grants received
$2,210,800
Grants paid
$295,235
Program service revenue
$96,512,480
Investment income
$458,006
Other revenue
$414,162
Total assets, end of year
$470,365,996
Total liabilities, end of year
$506,028,986
Net assets or fund balances, end of year
-$35,662,990
Program services expenses (Part IX)
$97,787,665
Management and general expenses
$15,495,527
Fundraising expenses
$191,049
Program service expenses (Part III)
$97,787,665

Program services were 86.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ALBERT PALEWICZ

    RESIDENT DIRECTOR (THRU 3/31/23)

    Total calculated
    $0
    Hours/week
    0.2

  • ARNOLD SPEERT

    DIRECTOR (THRU 3/31/23)

    Total calculated
    $22,500
    From this org
    $0
    From related orgs
    $22,500
    Other
    $0
    Hours/week
    0.1 + 8.1 related

  • BARBARA C BISGAIER

    DIRECTOR

    Total calculated
    $110,000
    From this org
    $0
    From related orgs
    $110,000
    Other
    $0
    Hours/week
    0.2 + 7.8 related

  • C JACKSON BAIN

    DIRECTOR (THRU 3/31/23)

    Total calculated
    $22,500
    From this org
    $0
    From related orgs
    $22,500
    Other
    $0
    Hours/week
    0.1 + 6.6 related

  • DIEGO MERIDA

    RESIDENT DIRECTOR (BEG 4/1/23)

    Total calculated
    $0
    Hours/week
    0.2

  • EILEEN G ERSTAD

    TREASURER

    Total calculated
    $167,500
    From this org
    $0
    From related orgs
    $167,500
    Other
    $0
    Hours/week
    0.2 + 14.4 related

    Schedule J breakdown matched by us

    Base
    $0 + $167,500 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $167,500 related

  • IAN BROWN

    DIRECTOR (BEG 4/1/23)

    Total calculated
    $65,000
    From this org
    $0
    From related orgs
    $65,000
    Other
    $0
    Hours/week
    0.1 + 7.8 related

  • MARY D COLINS

    SECRETARY

    Total calculated
    $150,000
    From this org
    $0
    From related orgs
    $150,000
    Other
    $0
    Hours/week
    0.1 + 10.3 related

  • MICHAEL W ROSKIEWICZ

    DIRECTOR

    Total calculated
    $110,000
    From this org
    $0
    From related orgs
    $110,000
    Other
    $0
    Hours/week
    0.1 + 9.5 related

  • MONTY C LEONARD

    VICE CHAIR & VICE PRESIDENT

    Total calculated
    $87,500
    From this org
    $0
    From related orgs
    $87,500
    Other
    $0
    Hours/week
    0.2 + 8.3 related

  • PAMELA D PAULK

    DIRECTOR

    Total calculated
    $87,500
    From this org
    $0
    From related orgs
    $87,500
    Other
    $0
    Hours/week
    0.1 + 8.2 related

  • PATRICIA M BROWN

    DIRECTOR

    Total calculated
    $87,500
    From this org
    $0
    From related orgs
    $87,500
    Other
    $0
    Hours/week
    0.1 + 7.6 related

  • REV DR ZINA JACQUE

    DIRECTOR

    Total calculated
    $215,000
    From this org
    $0
    From related orgs
    $215,000
    Other
    $0
    Hours/week
    0.1 + 9.3 related

    Schedule J breakdown matched by us

    Base
    $0 + $215,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $215,000 related

  • RUSSELL SHARP

    DIRECTOR (BEG 4/1/23)

    Total calculated
    $65,000
    From this org
    $0
    From related orgs
    $65,000
    Other
    $0
    Hours/week
    0.1 + 7.8 related

  • STEPHANIE L REEL

    CHAIR & PRESIDENT

    Total calculated
    $150,000
    From this org
    $0
    From related orgs
    $150,000
    Other
    $0
    Hours/week
    0.5 + 9.5 related

  • CHRIS RATHMANN

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 7 related

  • JOHN HALL

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 7 related

  • LISA WYBORSKI

    DIRECTOR, FINANCE

    Total calculated
    $151,841
    From this org
    $142,391
    From related orgs
    $0
    Other
    $9,450
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $128,432
    Bonus
    $13,500
    Other
    $459
    Deferred
    $0
    Nontaxable benefits
    $9,450
    Filer's total
    $151,841

  • MARK EMBLEY

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 8 related

  • MARK ROUSSEY

    EXECUTIVE DIRECTOR

    Total calculated
    $266,117
    From this org
    $245,342
    From related orgs
    $0
    Other
    $20,775
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $199,072
    Bonus
    $41,000
    Other
    $5,270
    Deferred
    $9,064
    Nontaxable benefits
    $11,711
    Filer's total
    $266,117

  • NEAL GANTERT

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 7 related

  • BERNARD MWAURA

    SUPERVISOR, RN NURSING

    Total calculated
    $161,276
    From this org
    $148,949
    From related orgs
    $0
    Other
    $12,327
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $143,040
    Bonus
    $4,900
    Other
    $1,009
    Deferred
    $4,987
    Nontaxable benefits
    $7,340
    Filer's total
    $161,276

  • VICTORINE BINDA

    REGISTERED NURSE

    Total calculated
    $176,643
    From this org
    $173,061
    From related orgs
    $0
    Other
    $3,582
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,947
    Bonus
    $10,750
    Other
    $364
    Deferred
    $3,264
    Nontaxable benefits
    $318
    Filer's total
    $176,643

  • TOM DIFILIPPO

    MANAGER, REHABILITATION

    Total calculated
    $154,007
    From this org
    $138,173
    From related orgs
    $0
    Other
    $15,834
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $128,880
    Bonus
    $8,673
    Other
    $620
    Deferred
    $4,279
    Nontaxable benefits
    $11,555
    Filer's total
    $154,007

  • SHARON SINGH

    DIRECTOR, NURSING

    Total calculated
    $138,436
    From this org
    $134,740
    From related orgs
    $0
    Other
    $3,696
    Hours/week
    40

  • SIMISOLA KASSIM

    LICENSED PRACTICAL NURSE (FLOAT)

    Total calculated
    $134,442
    From this org
    $134,370
    From related orgs
    $0
    Other
    $72
    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 · Independent compensation consultant
  • 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
THE EMPLOYEES LISTED ON FORM 990, PART VII, SECTION A, LINE 1A RECEIVED A DISCRETIONARY BONUS DURING THE YEAR.
SCHEDULE J, PART II:
MARK ROUSSEY AND LISA WYBORSKI ARE LISTED IN SCHEDULE J, PART II AND ARE AN EMPLOYEES OF ERICKSON SENIOR LIVING, LLC ("ESL"), AN UNRELATED ORGANIZATION TO OAK CREST VILLAGE, INC., IN ACCORDANCE WITH THE MANAGEMENT AGREEMENT BETWEEN OAK CREST VILLAGE, INC. AND ESL. SEE SCHEDULE O EXPLANATION FOR FORM 990, PART VI, SECTION A, LINE 3. THEREFORE, FOR IRS MATCHING PURPOSES, ESL IS THE ISSUER OF THIS FORM W-2. UNDER THE MANAGEMENT AGREEMENT, OAK CREST VILLAGE, INC. REIMBURSES ESL FOR THE COST OF SERVICES PERFORMED FOR OAK CREST VILLAGE, INC.

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.

  • ANN'S CHOICE INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · PA

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • ASHBY PONDS INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • AVERY POINT INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • BETHESDA NSC RETIREMENT COMMUNITY INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • BROOKSBY VILLAGE INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • CEDAR CREST VILLAGE INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • EAGLE'S TRACE INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • FOX RUN VILLAGE INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • GREENSPRING VILLAGE INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • HIGHLAND SPRINGS INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • LANTERN HILL INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • LINDEN PONDS INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • MARIS GROVE INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · PA

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • MATTHEWS NSC RETIREMENT COMMUNITY INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • NATIONAL SENIOR COMMUNITIES INC

    501(C)(3) · SUPPORTING ORGANIZATION · MD

  • RIDERWOOD VILLAGE INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • SEABROOK VILLAGE INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • TALLGRASS CREEK INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • WIND CREST INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • WOODLEIGH CHASE INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES 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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • OAK CAMPUS PARTNERS LLC

    OWNER OF LAND AND BUILDING · MD · income $0 · assets $303,000,000

    Directly controlled by OAK CREST VILLAGE INC

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • NATIONAL CCRC BUSINESS TRUST I

    EXCLUDED · CHARITABLE BUSINESS TRUST · MD · 18.35% owned · share of income $7,141,479 · share of assets $204,019,567

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • NATIONAL CCRC STATUTORY TIER IV TRUST

    EXCLUDED · CHARITABLE BUSINESS TRUST · MD · 25% owned · share of income -$94,940 · share of assets $10,033,724

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2023
Filed
27 September 2024
IRS schema version
2023v5.1
Source object
202422769349301617

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