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Nonprofiteer
← SUNSET RETIREMENT COMMUNITIES INC

Form 990 for tax year 2023

Filed by SUNSET RETIREMENT COMMUNITIES INC.

Totals

Total revenue
$28,236,691
Total expenses
$26,328,720
Contributions and grants received
$737,331
Grants paid
$65,652
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$22,253,304
Management and general expenses
$4,075,416
Fundraising expenses
$0
Program service expenses (Part III)
$22,253,304

Program services were 84.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JILL WILSON

    PRESIDENT/CEO

    Total calculated
    $656,960
    From this org
    $0
    From related orgs
    $638,515
    Other
    $18,445
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $442,352 related
    Bonus
    $0 + $85,095 related
    Other
    $0 + $111,068 related
    Deferred
    $0 + $9,245 related
    Nontaxable benefits
    $0 + $9,200 related
    Filer's total
    $0 + $656,960 related

  • JAMES C GREEN

    CFO/TREASURER

    Total calculated
    $420,235
    From this org
    $0
    From related orgs
    $401,918
    Other
    $18,317
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $304,882 related
    Bonus
    $0 + $38,260 related
    Other
    $0 + $58,776 related
    Deferred
    $0 + $9,315 related
    Nontaxable benefits
    $0 + $9,002 related
    Filer's total
    $0 + $420,235 related

  • ANDREW WEINER

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • BARBARA HAHLER

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • KATHLEEN RYAN

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • MARY KNAKE

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • DOROTHY BARNES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • VICTORIA BARTLETT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • HEIDI GLOSSER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BARBARA KOPP-MILLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BRENDA LEE

    TRUSTEE (TERM ENDED APRIL 2023)

    Total calculated
    $0
    Hours/week
    1

  • MARK SANDRETTO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LIONEL SULLY

    TRUSTEE (TERM ENDED OCTOBER 2023)

    Total calculated
    $0
    Hours/week
    1

  • KARA JO WIETRZYKOWSKI

    TRUSTEE (TERM ENDED JULY 2023)

    Total calculated
    $0
    Hours/week
    1

  • GEORGE BRYMER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JASON MILLER

    VP SR - LSC

    Total calculated
    $511,295
    From this org
    $0
    From related orgs
    $496,722
    Other
    $14,573
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $343,352 related
    Bonus
    $0 + $41,506 related
    Other
    $0 + $111,864 related
    Deferred
    $0 + $6,849 related
    Nontaxable benefits
    $0 + $7,724 related
    Filer's total
    $0 + $511,295 related

  • MEL MILLER

    BOARD CHAIR OTTERBIEN HOMES (TERM ENDED)

    Total calculated
    $0
    Hours/week
    1 + 8 related

  • WILLIAM BROWNSON

    BOARD CHAIR OF OTTERBEIN HOMES

    Total calculated
    $0
    Hours/week
    1 + 8 related

  • JUDITH BISHOP-PIERCE

    PAST EXECUTIVE DIRECTOR

    Total calculated
    $100,151
    From this org
    $92,214
    From related orgs
    $0
    Other
    $7,937
    Hours/week
    40

  • DANIEL SMITH

    EXECUTIVE DIRECTOR

    Total calculated
    $163,285
    From this org
    $149,313
    From related orgs
    $0
    Other
    $13,972
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,218
    Bonus
    $13,095
    Other
    $0
    Deferred
    $6,248
    Nontaxable benefits
    $7,724
    Filer's total
    $163,285

  • BRIAN SOLLER

    EXECUTIVE DIRECTOR

    Total calculated
    $102,590
    From this org
    $98,728
    From related orgs
    $0
    Other
    $3,862
    Hours/week
    40

  • PAMELA RICHMOND

    VP CHIEF STRATEGY/DEVELOPMENT

    Total calculated
    $310,663
    From this org
    $0
    From related orgs
    $295,626
    Other
    $15,037
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $259,728 related
    Bonus
    $0 + $33,422 related
    Other
    $0 + $2,476 related
    Deferred
    $0 + $7,313 related
    Nontaxable benefits
    $0 + $7,724 related
    Filer's total
    $0 + $310,663 related

  • CATHERINE CHIOVARO

    VP - WORKFORCE MANAGEMENT

    Total calculated
    $299,170
    From this org
    $0
    From related orgs
    $289,104
    Other
    $10,066
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $279,442 related
    Bonus
    $0 + $9,662 related
    Other
    $0
    Deferred
    $0 + $2,342 related
    Nontaxable benefits
    $0 + $7,724 related
    Filer's total
    $0 + $299,170 related

  • GARY HORNING

    VP - MKTG - COMMUNICATIONS

    Total calculated
    $289,783
    From this org
    $0
    From related orgs
    $274,601
    Other
    $15,182
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $240,693 related
    Bonus
    $0 + $30,033 related
    Other
    $0 + $3,875 related
    Deferred
    $0 + $7,458 related
    Nontaxable benefits
    $0 + $7,724 related
    Filer's total
    $0 + $289,783 related

  • LOIS MILLS

    VP OF HUMAN RESOURCES

    Total calculated
    $257,126
    From this org
    $0
    From related orgs
    $243,397
    Other
    $13,729
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $211,279 related
    Bonus
    $0 + $26,257 related
    Other
    $0 + $5,861 related
    Deferred
    $0 + $6,603 related
    Nontaxable benefits
    $0 + $7,126 related
    Filer's total
    $0 + $257,126 related

  • EMILY WEIKERT

    VP - CLINICAL QUALITY

    Total calculated
    $254,892
    From this org
    $0
    From related orgs
    $240,499
    Other
    $14,393
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $214,828 related
    Bonus
    $0 + $23,430 related
    Other
    $0 + $2,241 related
    Deferred
    $0 + $6,669 related
    Nontaxable benefits
    $0 + $7,724 related
    Filer's total
    $0 + $254,892 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

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)

PART I, LINE 3
THE PARENT ORGANIZATION, OTTERBEIN HOMES INC., USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION FOR THE CEO/EXECUTIVE DIRECTOR: COMPENSATION COMMITTEE, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
PART I, LINE 4B
457(F) CONTRIBUTIONS - JILL WILSON $110,625 JASON MILLER $62,996 CHRIS GREEN $55,787

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 partnerships

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

  • SENIOR PHARMACY SERVICES LTD

    UNRELATED · SENIOR PHARMACY SERVICES · OH · 20% owned · share of income $27,246 · share of assets $467,379 · general or managing partner

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202443209349314954

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