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Nonprofiteer
← WESTFIELD MANOR ASSOCIATION

Form 990 for tax year 2023

Filed by WESTFIELD MANOR ASSOCIATION.

Totals

Total revenue
$673,650
Total expenses
$818,868
Contributions and grants received
$7,181
Grants paid
$7,181
Program service revenue
$651,931
Investment income
$9,776
Other revenue
$4,762
Total assets, end of year
$2,919,049
Total liabilities, end of year
$5,875,373
Net assets or fund balances, end of year
-$2,956,324
Program services expenses (Part IX)
$581,650
Management and general expenses
$237,218
Fundraising expenses
$0
Program service expenses (Part III)
$581,650

Program services were 71.0% 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.

  • 1f · All other contributions, gifts and grants

    $7,181

  • 1g · Noncash contributions included above

    $7,181

  • 2a · Program service revenue: RENT REVENUE - APARTME

    total $651,931 · related or exempt $651,931

  • 3 · Investment income

    total $9,776 · excluded $9,776

  • 11a · Other revenue: LAUNDRY AND VENDING RE

    total $4,762 · excluded $4,762

  • 11e · Other revenue, total

    $4,762

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $7,181 · program services $7,181

  • 7 · Other salaries and wages

    total $288,530 · program services $171,636 · management and general $116,894

  • 9 · Other employee benefits

    total $31,929 · program services $18,993 · management and general $12,936

  • 10 · Payroll taxes

    total $21,247 · program services $12,639 · management and general $8,608

  • 11a · Fees: management

    total $46,872 · management and general $46,872

  • 11c · Fees: accounting

    total $24,646 · management and general $24,646

  • 11g · Fees: other

    total $41,579 · program services $41,163 · management and general $416

  • 12 · Advertising and promotion

    total $297 · management and general $297

  • 13 · Office expenses

    total $44,095 · program services $22,341 · management and general $21,754

  • 16 · Occupancy

    total $57,478 · program services $56,903 · management and general $575

  • 19 · Conferences, conventions and meetings

    total $3,723 · program services $3,723

  • 22 · Depreciation, depletion and amortization

    total $171,964 · program services $170,244 · management and general $1,720

  • 23 · Insurance

    total $50,666 · program services $50,159 · management and general $507

  • 24a · Other expenses: TENANT SERVICES EXPENSE

    total $23,283 · program services $23,283

  • 24b · Other expenses: DAMAGES

    total $3,371 · program services $3,371

  • 24c · Other expenses: MISCELLANEOUS EXPENSE

    total $1,993 · management and general $1,993

  • 24d · Other expenses: OTHER TAXES

    total $14 · program services $14

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $6,407 · end of year $27,220

  • 2 · Savings and temporary cash investments

    beginning of year $281,004 · end of year $241,392

  • 4 · Accounts receivable

    beginning of year $2,550 · end of year $2,693

  • 9 · Prepaid expenses and deferred charges

    beginning of year $5,347 · end of year $10,014

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

    $6,198,034

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

    $3,583,325

  • 10c · Land, buildings and equipment, net

    beginning of year $2,744,836 · end of year $2,614,709

  • 15 · Other assets

    beginning of year $20,776 · end of year $23,021

  • 17 · Accounts payable and accrued expenses

    beginning of year $34,158 · end of year $34,414

  • 19 · Deferred revenue

    beginning of year $464 · end of year $329

  • 23 · Secured mortgages and notes payable

    beginning of year $5,797,600 · end of year $5,797,600

  • 25 · Other liabilities

    beginning of year $39,804 · end of year $43,030

  • 27 · Net assets without donor restrictions

    beginning of year -$2,811,106 · end of year -$2,956,324

Mission and programs · 2023

Mission

TO PROVIDE LOW INCOME HOUSING TO THE ELDERLY

Activities or mission (Part I)

LOW INCOME HOUSING FOR THE ELDERLY. SEE SCHEDULE O FOR SUMMARY OF LSS CONSOLIDATED OPERATIONS.

  • TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY IN 62 UNITS UNDER THE NATIONAL HOUSING ACT REGULATED BY HUD. THE OCCUPANCY RATE FOR 2023 AND 2022 WAS 96.38% AND 97.56%, RESPECTIVELY.LSS INCOME-BASED SENIOR LIVING COMMUNITIES SERVE OLDER ADULTS (62+) WITH LIMITED OR RESTRICTED RESOURCES. THESE BEAUTIFUL, SOCIALLY VIBRANT COMMUNITIES FOSTER INTELLECTUAL, PHYSICAL, AND SPIRITUAL WELL-BEING BY SUPPORTING SENIORS WITH WELLNESS RESOURCES AND CONNECTING THEM WITH FRIENDLY NEIGHBORS.INCOME-BASED SENIOR LIVING IS CORE TO LUTHERAN SENIOR SERVICES CHRISTIAN MISSION.

    Expenses $581,650 · Grants $7,181 · Revenue $651,931

As filed on the 2023 return.

Listed in Part VII

  • PAUL N TICE

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    0.2 + 2 related

  • DAVID ANDERSON

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    0.2 + 2 related

  • DR F MATTHEW KUHLMANN

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.2 + 2 related

  • DAN BROWN

    ASSISTANT SECRETARY

    Total calculated
    $0
    Hours/week
    0.2 + 2 related

  • BRENT BEUMER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 2 related

  • REV ROY CHRISTELL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 2 related

  • DIANE R DROLLINGER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 2 related

  • JEFFREY L DUNN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 2 related

  • ELISE MCCLINE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 2 related

  • MEAGAN MEADOWS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 2 related

  • HARRY MUELLER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 2 related

  • LISA J SOMBART

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 2 related

  • REV CHRISTOPHER SOMMER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 2 related

  • NORMAN TOON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.2 + 2 related

  • JULIE BANTLE

    BOARD MEMBER (TERM ENDED 6/23)

    Total calculated
    $0
    Hours/week
    0.2 + 2 related

  • REV JOEL CHRISTIANSEN

    BOARD MEMBER (TERM ENDED 6/23)

    Total calculated
    $0
    Hours/week
    0.2 + 2 related

  • ADAM MARLES

    PRESIDENT/CEO

    Total calculated
    $562,776
    From this org
    $0
    From related orgs
    $528,482
    Other
    $34,294
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $447,242 related
    Bonus
    $0 + $81,000 related
    Other
    $0 + $240 related
    Deferred
    $0 + $25,625 related
    Nontaxable benefits
    $0 + $8,669 related
    Filer's total
    $0 + $562,776 related

  • LISA NORWINE

    CHIEF ADVANCEMENT OFFICER

    Total calculated
    $331,091
    From this org
    $0
    From related orgs
    $301,984
    Other
    $29,107
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $281,408 related
    Bonus
    $0 + $19,029 related
    Other
    $0 + $1,547 related
    Deferred
    $0 + $24,793 related
    Nontaxable benefits
    $0 + $4,314 related
    Filer's total
    $0 + $331,091 related

  • RON SCHAEFER

    CHIEF OPERATING OFFICER

    Total calculated
    $325,637
    From this org
    $0
    From related orgs
    $301,322
    Other
    $24,315
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $300,608 related
    Bonus
    $0
    Other
    $0 + $714 related
    Deferred
    $0 + $20,000 related
    Nontaxable benefits
    $0 + $4,315 related
    Filer's total
    $0 + $325,637 related

  • CHAD SNEED

    CHIEF FINANCIAL OFFICER

    Total calculated
    $344,796
    From this org
    $0
    From related orgs
    $308,547
    Other
    $36,249
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $284,408 related
    Bonus
    $0 + $23,587 related
    Other
    $0 + $552 related
    Deferred
    $0 + $26,165 related
    Nontaxable benefits
    $0 + $10,084 related
    Filer's total
    $0 + $344,796 related

  • VALERIE COOPER

    VP, LIFE PLAN COMMUNITIES

    Total calculated
    $240,131
    From this org
    $0
    From related orgs
    $209,722
    Other
    $30,409
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $209,292 related
    Bonus
    $0
    Other
    $0 + $430 related
    Deferred
    $0 + $24,155 related
    Nontaxable benefits
    $0 + $6,254 related
    Filer's total
    $0 + $240,131 related

  • COLLEEN BOTTENS

    VP HCBS

    Total calculated
    $223,313
    From this org
    $0
    From related orgs
    $193,255
    Other
    $30,058
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $192,528 related
    Bonus
    $0
    Other
    $0 + $727 related
    Deferred
    $0 + $23,808 related
    Nontaxable benefits
    $0 + $6,250 related
    Filer's total
    $0 + $223,313 related

  • LISA WILLIAMS

    SR VP OF WORKFORCE EXCELLENCE

    Total calculated
    $240,641
    From this org
    $0
    From related orgs
    $234,403
    Other
    $6,238
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $198,334 related
    Bonus
    $0 + $34,703 related
    Other
    $0 + $1,366 related
    Deferred
    $0 + $2,154 related
    Nontaxable benefits
    $0 + $4,084 related
    Filer's total
    $0 + $240,641 related

  • BEN CAFFEY

    EX DIR OF REVENUE ENHANCEMENT

    Total calculated
    $178,639
    From this org
    $0
    From related orgs
    $161,542
    Other
    $17,097
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $161,413 related
    Bonus
    $0
    Other
    $0 + $129 related
    Deferred
    $0 + $12,082 related
    Nontaxable benefits
    $0 + $5,015 related
    Filer's total
    $0 + $178,639 related

  • BRIAN REINHOLD

    VP OF RISK/SAFETY/COMPLIANCE

    Total calculated
    $207,633
    From this org
    $0
    From related orgs
    $173,795
    Other
    $33,838
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $173,584 related
    Bonus
    $0
    Other
    $0 + $211 related
    Deferred
    $0 + $23,469 related
    Nontaxable benefits
    $0 + $10,369 related
    Filer's total
    $0 + $207,633 related

  • JOSH KING

    VP OF INFORMATION TECHNOLOGY

    Total calculated
    $213,054
    From this org
    $0
    From related orgs
    $181,774
    Other
    $31,280
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $181,631 related
    Bonus
    $0
    Other
    $0 + $143 related
    Deferred
    $0 + $20,909 related
    Nontaxable benefits
    $0 + $10,371 related
    Filer's total
    $0 + $213,054 related

  • BETH RUSERT

    CHIEF EXPERIENCE OFFICER

    Total calculated
    $369,865
    From this org
    $0
    From related orgs
    $347,284
    Other
    $22,581
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $340,601 related
    Bonus
    $0 + $5,769 related
    Other
    $0 + $914 related
    Deferred
    $0 + $20,000 related
    Nontaxable benefits
    $0 + $2,581 related
    Filer's total
    $0 + $369,865 related

  • BECKY ZIMMER

    EX DIR OF PLANNED GIVING

    Total calculated
    $138,619
    From this org
    $0
    From related orgs
    $134,488
    Other
    $4,131
    Hours/week
    1 + 39 related

  • MARYANNE WALLACE

    EX DIR OF MARKETING & COMMUNICATION

    Total calculated
    $149,510
    From this org
    $0
    From related orgs
    $128,815
    Other
    $20,695
    Hours/week
    1 + 39 related

  • NIKKI JENNINGS

    EX DIR OF AFFORDABLE HOUSING

    Total calculated
    $118,933
    From this org
    $0
    From related orgs
    $106,507
    Other
    $12,426
    Hours/week
    1 + 39 related

  • ADAM PENG

    PHYSICAL THERAPIST

    Total calculated
    $202,245
    From this org
    $0
    From related orgs
    $197,411
    Other
    $4,834
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $197,368 related
    Bonus
    $0
    Other
    $0 + $43 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $4,834 related
    Filer's total
    $0 + $202,245 related

  • SHERRI ROGERS

    CONTROLLER

    Total calculated
    $175,658
    From this org
    $0
    From related orgs
    $175,347
    Other
    $311
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $175,042 related
    Bonus
    $0
    Other
    $0 + $305 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $311 related
    Filer's total
    $0 + $175,658 related

  • RACHEL LITTLE

    DIR OF CLINICAL COMPLIANCE

    Total calculated
    $165,170
    From this org
    $0
    From related orgs
    $161,722
    Other
    $3,448
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $161,520 related
    Bonus
    $0
    Other
    $0 + $202 related
    Deferred
    $0 + $3,140 related
    Nontaxable benefits
    $0 + $308 related
    Filer's total
    $0 + $165,170 related

  • TODD YOUNG

    NETWORK DIRECTOR

    Total calculated
    $164,801
    From this org
    $0
    From related orgs
    $157,594
    Other
    $7,207
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $157,394 related
    Bonus
    $0
    Other
    $0 + $200 related
    Deferred
    $0 + $3,220 related
    Nontaxable benefits
    $0 + $3,987 related
    Filer's total
    $0 + $164,801 related

  • DONNA ALTURA

    RN

    Total calculated
    $159,257
    From this org
    $0
    From related orgs
    $154,028
    Other
    $5,229
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $151,488 related
    Bonus
    $0 + $2,440 related
    Other
    $0 + $100 related
    Deferred
    $0 + $425 related
    Nontaxable benefits
    $0 + $4,804 related
    Filer's total
    $0 + $159,257 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
A RELATED ORGANIZATION USES A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR.
PART I, LINE 4B
DEPOSITS MADE INTO ACCOUNTS BY ORGANIZATION: LISA NORWINE - SEC 457(B) PLAN - $20,000 CHAD SNEED - SEC 457(B) PLAN - $20,000 BRIAN REINHOLD - SEC 457(B) PLAN - $20,000 JOSH KING - SEC 457(B) PLAN - $20,000 VALERIE COOPER - SEC 457(B) PLAN - $20,000 COLLEEN BOTTENS - SEC 457(B) PLAN - $20,000 ADAM MARLES SEC 457(B) PLAN - $20,000 BEN CAFFEY SEC 457(B) PLAN - $10,000 MARYANNE WALLACE SEC 457(B) PLAN - $10,000 NIKKI JENNINGS SEC 457(B) PLAN - $10,000 BETH RUSERT SEC 457(B) PLAN - $20,000 RON SCHAEFER SEC 457(B) PLAN - $20,000 LISA NORWINE - SEC 457(F) PLAN - $19,029 CHAD SNEED SEC 457(F) PLAN - $25,587 LISA WILLIAMS SEC 457(F) PLAN - $14,703 ADAM MARLES SEC 457(F) PLAN - $36,000 BETH RUSERT SEC 457(F) PLAN - $5,769 SEC 457(F) PLAN CONTRIBUTIONS ARE REPORTED IN THE BONUS/INCENTIVE COMPENSATION COLUMN OF SCHEDULE J. PAYMENTS RECEIVED FROM PLAN: LISA NORWINE - SEC 457(B) PLAN - $18,127 CHAD SNEED - SEC 457(B) PLAN - $2,487 BRIAN REINHOLD - SEC 457(B) PLAN - $10,027 JOSH KING - SEC 457(B) PLAN - $10,106 VALERIE COOPER - SEC 457(B) PLAN - $10,145 COLLEEN BOTTENS - SEC 457(B) PLAN - $9,942

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
202433209349314468

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