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← COVENANT LIVING AT SHANNONDALE

Form 990 for tax year 2024

Filed by COVENANT LIVING AT SHANNONDALE.

What the amendment changed

Compared with the return it replaced , filed 29 July 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$22,103,172 changed to $19,182,281
Total expenses
$34,793,324 changed to $32,585,537
Contributions and grants received
$164,393 changed to $33,985
Grants paid
$0 changed to $3,809
Program services expenses
$32,358,478 changed to $24,238,613
Management and general expenses
$2,434,846 changed to $8,346,924
Program service expenses (Part III)
$32,358,478 changed to $24,238,613

Listed only on the earlier return

  • ALICE ANN MOORE
  • CHARLES WEST
  • CRAIG JARVIS
  • DAVID MAXWELL
  • DEBORAH JONES
  • JOE COLQUITT
  • JOHN HINKLE
  • KEITH MCCORD
  • MELINDA BOOKER
  • REBECCA CRISWELL
  • ROY MICHAEL DALTON
  • RUFUS KING
  • SANDRA MARTIN
  • TODD SLECHTA

Listed only on the later return

  • AL LOPUS
  • ALLAN ANDERSON
  • ANDREW VANOVER
  • BENJAMIN STEIFEL
  • CRAIG SWANSON
  • CURT ANDERSON
  • DAWN DOUD
  • JAY PRINCE
  • JENNIFER MEANS
  • JOHN FREDRICKSON
  • KATHY BUETTNER
  • KURT KINCANON
  • LINDA WOLFENBARGER
  • MARY PALMER
  • MATHEW MANLOVE
  • PAMELA CHRISTENSEN
  • ROBERT MARTIN
  • ROBERTA NEVERS
  • SANDRA FRANKLIN
  • SARAH BENTLEY
  • TAMMY SWANSON-DRAHEIM
  • TANDERIA BROWN
  • TERRI S CUNLIFFE
  • TODD SLETCHA
  • TODD TAYLOR

Listed under a different title

  • CORY KALLHEIM: GENERAL COUNSEL/ASST SECRETARY then GENERAL COUNSEL/ASSISTANT SECRETARY
  • DAVID G ERICKSON: GEN COUNSEL PART YR/ASST SEC/CEO then DIRECTOR/EX-OFFICIO/CHIEF EXECUTIVE OFFICER
  • EMILY WARNYGORA: SR. EXEC. ASST TO CEO/ASST SECRETARY then CHIEF OF STAFF/ASST. SECRETARY
  • ERIK HOCKMAN: CHIEF FINANCIAL OFFICER - PART YEAR then INTERIM CHIEF FINANCIAL OFFICER
  • JANET GOELZ HOFFMAN: DIRECTOR/SECRETARY then DIRECTOR/VICE CHAIR
  • JEAN E JUSTIE: CFO/TREASURER/ASST SECRETARY then CHIEF FINANCIAL OFFICER/TREASURER/ASSISTANT SEC
  • LORENE FLEWELLEN: DIRECTOR/VICE CHAIR then DIRECTOR
  • RICK SHEPARD: BOARD CHAIRMAN then DIRECTOR
  • WILLIAM RABE: CHIEF INFO & TECH OFFICER/ASST SEC. - PART YEAR then FORMER OFFICER/CURENT CHIEF INFORMATION AND TECHNOLOGY OFFICER

Totals

Total revenue
$19,182,281
Total expenses
$32,585,537
Contributions and grants received
$33,985
Grants paid
$3,809
Program services expenses (Part IX)
$24,238,613
Management and general expenses
$8,346,924
Fundraising expenses
$0
Program service expenses (Part III)
$24,238,613

Program services were 74.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DAVID G ERICKSON

    DIRECTOR/EX-OFFICIO/CHIEF EXECUTIVE OFFICER

    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

  • JANET CREANEY

    DIRECTOR/CHAIR

    Total calculated
    $0
    Hours/week
    0.1 + 2.2 related

  • JANET GOELZ HOFFMAN

    DIRECTOR/VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.1 + 2.2 related

  • JENNIFER MEANS

    DIRECTOR/SECRETARY

    Total calculated
    $0
    Hours/week
    0.1 + 2.1 related

  • AL LOPUS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 2.1 related

  • ALLAN ANDERSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 2.1 related

  • ANDREW VANOVER

    DIRECTOR - PART YEAR

    Total calculated
    $0
    Hours/week
    0.1 + 2.1 related

  • CRAIG SWANSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 2.1 related

  • CURT ANDERSON

    DIRECTOR/EX-OFFICIO

    Total calculated
    $0
    Hours/week
    0.1 + 2.2 related

  • JOHN FREDRICKSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 2.1 related

  • KATHY BUETTNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 2.2 related

  • KURT KINCANON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 2.1 related

  • LORENE FLEWELLEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 2.2 related

  • MARY PALMER

    DIRECTOR/EX-OFFICIO - PART YEAR

    Total calculated
    $0
    Hours/week
    0.1 + 2.3 related

  • MATHEW MANLOVE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 2.1 related

  • PAMELA CHRISTENSEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 2.1 related

  • RICK SHEPARD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 2.1 related

  • ROBERT MARTIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 2.1 related

  • SARAH BENTLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 2.1 related

  • TAMMY SWANSON-DRAHEIM

    DIRECTOR/EX-OFFICIO/ECC PRES

    Total calculated
    $251,703
    From this org
    $0
    From related orgs
    $145,412
    Other
    $106,291
    Hours/week
    0.1 + 42.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $114,912 related
    Bonus
    $0
    Other
    $0 + $30,500 related
    Deferred
    $0 + $28,291 related
    Nontaxable benefits
    $0 + $78,000 related
    Filer's total
    $0 + $251,703 related

  • TODD SLETCHA

    DIRECTOR/EX-OFFICIO/CMB PRESIDENT

    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

    GENERAL COUNSEL/ASSISTANT 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

    CHIEF OF STAFF/ASST. 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

    CHIEF FINANCIAL OFFICER/TREASURER/ASSISTANT SEC

    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

  • ROBERTA NEVERS

    INTERIM CHIEF HUMAN RESOURCES OFFICER

    Total calculated
    $352,125
    From this org
    $0
    From related orgs
    $288,527
    Other
    $63,598
    Hours/week
    1 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $184,300 related
    Bonus
    $0 + $41,415 related
    Other
    $0 + $62,812 related
    Deferred
    $0 + $31,153 related
    Nontaxable benefits
    $0 + $32,445 related
    Filer's total
    $0 + $352,125 related

  • TANDERIA BROWN

    CHIEF HUMAN RESOURCES OFFICER - PART YEAR

    Total calculated
    $455,909
    From this org
    $0
    From related orgs
    $394,651
    Other
    $61,258
    Hours/week
    1 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $247,389 related
    Bonus
    $0 + $99,854 related
    Other
    $0 + $47,408 related
    Deferred
    $0 + $32,398 related
    Nontaxable benefits
    $0 + $28,860 related
    Filer's total
    $0 + $455,909 related

  • WILLIAM RABE

    FORMER OFFICER/CURENT CHIEF INFORMATION AND TECHNOLOGY OFFICER

    Total calculated
    $569,739
    From this org
    $0
    From related orgs
    $495,439
    Other
    $74,300
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $290,639 related
    Bonus
    $0 + $101,942 related
    Other
    $0 + $102,858 related
    Deferred
    $0 + $48,843 related
    Nontaxable benefits
    $0 + $25,457 related
    Filer's total
    $0 + $569,739 related

  • BENJAMIN STEIFEL

    HEALTHCARE ADMINISTRATOR

    Total calculated
    $140,385
    From this org
    $123,391
    From related orgs
    $0
    Other
    $16,994
    Hours/week
    40

  • DAWN DOUD

    EXECUTIVE DIRECTOR

    Total calculated
    $133,288
    From this org
    $112,925
    From related orgs
    $0
    Other
    $20,363
    Hours/week
    40

  • ERIK HOCKMAN

    INTERIM CHIEF FINANCIAL OFFICER

    Total calculated
    $119,852
    From this org
    $113,229
    From related orgs
    $0
    Other
    $6,623
    Hours/week
    40

  • LINDA WOLFENBARGER

    HUMAN RESOURCES MANAGER

    Total calculated
    $124,942
    From this org
    $116,674
    From related orgs
    $0
    Other
    $8,268
    Hours/week
    40

  • SANDRA FRANKLIN

    DIRECTOR OF ASSISTED LIVING

    Total calculated
    $125,314
    From this org
    $119,651
    From related orgs
    $0
    Other
    $5,663
    Hours/week
    40

  • JAY PRINCE

    FORMER SVP/COMMUNITY OPERATIONS/ASST. SECRETARY

    Total calculated
    $187,933
    From this org
    $0
    From related orgs
    $183,058
    Other
    $4,875
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $84,974 related
    Bonus
    $0
    Other
    $0 + $98,084 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $4,875 related
    Filer's total
    $0 + $187,933 related

  • TERRI S CUNLIFFE

    FORMER DIRECTOR AND CLCS PRESIDENT/CEO - THRU 05/24

    Total calculated
    $1,177,166
    From this org
    $0
    From related orgs
    $941,279
    Other
    $235,887
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $260,945 related
    Bonus
    $0 + $343,678 related
    Other
    $0 + $336,656 related
    Deferred
    $0 + $220,397 related
    Nontaxable benefits
    $0 + $15,490 related
    Filer's total
    $0 + $1,177,166 related

  • TODD TAYLOR

    PHOT PRESIDENT/CEO

    Total calculated
    $137,770
    From this org
    $137,770
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $137,770
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $137,770

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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 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 4A SEVERANCE OR CHANGE-OF-CONTROL PAYMENT
JAY PRINCE RECEIVED SEVERANCE IN THE AMOUNT OF $70,017.
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 SANCTIONS RULES OF FEDERAL INCOME TAX LAW. THE COMMITTEE HAS DETERMINED THAT TOTAL COMPENSATION FOR EACH SUCH EXECUTIVE IS REASONABLE. THE FOLLOWING ARE PARTICIPANTS IN THE PLAN: TERRI CUNLIFFE DAVID ERICKSON JEAN JUSTIE WILLIAM RABE TANDERIA BROWN CORY KALLHEIM TODD SLETCHA ROBERTA NEVERS JAY PRINCE BENJAMIN STIEFEL DAWN DOUD IN 2024, THESE INDIVIDUALS VESTED IN THE PLAN IN THE FOLLOWING AMOUNTS: TERRI CUNLIFFE - $70,201 DAVID ERICKSON - $49,490 WILLIAM RABE - $34,258 JEAN JUSTIE - $13,839 TODD SLECHTA - $13,018 IN 2024, THESE INDIVIDUALS RECEIVED THE FOLLOWING DISTRIBUTIONS FROM THE PLAN: DAVID ERICKSON - $30,843 TERRI CUNLIFFE - $595,808
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.

Provenance

Return type
form_990
Tax year
2024
IRS schema version
2024v5.1
Source object
202632199349300928

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