Form 990 for tax year 2022
Filed by IMMANUEL RETIREMENT COMMUNITIES.
Totals
- Total revenue
- $49,652,158
- Total expenses
- $48,248,587
- Contributions and grants received
- $301,338
- Grants paid
- $0
- Program services expenses (Part IX)
- $43,927,985
- Management and general expenses
- $4,320,602
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $43,927,985
Program services were 91.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
CINDY ALLOWAY
CHAIR
- Total calculated
- $0
- Hours/week
- 0.25 + 2.75 related
-
JILL POWERS
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.25 + 3 related
-
CLARENCE NICHOLS
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.25 + 2.75 related
-
REV E JON BENSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 3 related
-
BRENDA BERGMAN-EVANS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 3.15 related
-
STEVEN BULLOCK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 2.75 related
-
RANDAL BURNS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 3 related
-
DAN FRIEDLUND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 3.15 related
-
GEORGE GRIEB
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 2.75 related
-
KRISTEN HOFFMAN MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 3 related
-
SCOTT HOWERTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 2.75 related
-
BRUCE PLATH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 2.75 related
-
STEVE SCANLAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 2.75 related
-
BISHOP SCOTT JOHNSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 3 related
-
ANDREA SKOLKIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 2.75 related
-
JANE TONNIGES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 2.75 related
-
BISHOP BRIAN MAAS
DIRECTOR UNTIL 9/1/22
- Total calculated
- $0
- Hours/week
- 0.25 + 2.75 related
-
ERIC GURLEY
PRESIDENT & CEO
- Total calculated
- $838,607
- From this org
- $0
- From related orgs
- $578,904
- Other
- $259,703
- Hours/week
- 6 + 46 related
Schedule J breakdown matched by us
- Base
- $0 + $477,745 related
- Bonus
- $0 + $90,465 related
- Other
- $0 + $10,694 related
- Deferred
- $0 + $221,662 related
- Nontaxable benefits
- $0 + $39,191 related
- Filer's total
- $0 + $839,757 related
-
JULIE PALADINO-KAMINSKI
SENIOR VP/COO
- Total calculated
- $365,214
- From this org
- $0
- From related orgs
- $311,809
- Other
- $53,405
- Hours/week
- 4 + 47 related
Schedule J breakdown matched by us
- Base
- $0 + $245,805 related
- Bonus
- $0 + $58,804 related
- Other
- $0 + $7,200 related
- Deferred
- $0 + $16,519 related
- Nontaxable benefits
- $0 + $37,854 related
- Filer's total
- $0 + $366,182 related
-
SCOTT BEAR
VP, CFO & TREASURER
- Total calculated
- $353,766
- From this org
- $0
- From related orgs
- $305,231
- Other
- $48,535
- Hours/week
- 3 + 49 related
Schedule J breakdown matched by us
- Base
- $0 + $241,219 related
- Bonus
- $0 + $56,812 related
- Other
- $0 + $7,200 related
- Deferred
- $0 + $15,559 related
- Nontaxable benefits
- $0 + $33,927 related
- Filer's total
- $0 + $354,717 related
-
TAMMY SEALER
SENIOR VP/CAO
- Total calculated
- $313,519
- From this org
- $0
- From related orgs
- $273,269
- Other
- $40,250
- Hours/week
- 6 + 46 related
Schedule J breakdown matched by us
- Base
- $0 + $212,782 related
- Bonus
- $0 + $53,287 related
- Other
- $0 + $7,200 related
- Deferred
- $0 + $16,429 related
- Nontaxable benefits
- $0 + $24,738 related
- Filer's total
- $0 + $314,436 related
-
DEVIN FOX MD
VP OF CLINICAL OPERATIONS
- Total calculated
- $388,108
- From this org
- $0
- From related orgs
- $358,251
- Other
- $29,857
- Hours/week
- 12 + 36 related
Schedule J breakdown matched by us
- Base
- $0 + $323,395 related
- Bonus
- $0 + $34,856 related
- Other
- $0
- Deferred
- $0 + $18,788 related
- Nontaxable benefits
- $0 + $12,121 related
- Filer's total
- $0 + $389,160 related
-
RHONDA DISTEFANO VP
CONSTR FACILITIES MGMT & ENV SVCS
- Total calculated
- $249,287
- From this org
- $0
- From related orgs
- $225,741
- Other
- $23,546
- Hours/week
- 12 + 36 related
Schedule J breakdown matched by us
- Base
- $0 + $176,308 related
- Bonus
- $0 + $42,233 related
- Other
- $0 + $7,200 related
- Deferred
- $0 + $11,762 related
- Nontaxable benefits
- $0 + $12,643 related
- Filer's total
- $0 + $250,146 related
-
ADAM KUENNING
CORPORATE LEGAL COUNSEL
- Total calculated
- $216,768
- From this org
- $0
- From related orgs
- $185,702
- Other
- $31,066
- Hours/week
- 20 + 28 related
Schedule J breakdown matched by us
- Base
- $0 + $153,512 related
- Bonus
- $0 + $32,190 related
- Other
- $0
- Deferred
- $0 + $5,691 related
- Nontaxable benefits
- $0 + $26,206 related
- Filer's total
- $0 + $217,599 related
-
ELIZABETH HARRIS
VP OF HR STRATEGY
- Total calculated
- $210,261
- From this org
- $0
- From related orgs
- $176,651
- Other
- $33,610
- Hours/week
- 8 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $154,488 related
- Bonus
- $0 + $22,163 related
- Other
- $0
- Deferred
- $0 + $10,864 related
- Nontaxable benefits
- $0 + $23,571 related
- Filer's total
- $0 + $211,086 related
-
JOHN CROGHAN
VP OF COMMUNITY OPERATIONS
- Total calculated
- $220,868
- From this org
- $0
- From related orgs
- $174,454
- Other
- $46,414
- Hours/week
- 20 + 28 related
Schedule J breakdown matched by us
- Base
- $0 + $133,815 related
- Bonus
- $0 + $40,639 related
- Other
- $0
- Deferred
- $0 + $11,222 related
- Nontaxable benefits
- $0 + $35,983 related
- Filer's total
- $0 + $221,659 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 — 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 COMPENSATED OFFICERS ARE EMPLOYEES OF IMMANUEL, A RELATED ENTITY. THE BOARD'S EXECUTIVE COMMITTEE SERVES AS THE COMPENSATION COMMITTEE TO REVIEW AND APPROVE THE TOTAL COMPENSATION FOR ERIC GURLEY, AND TO APPROVE THE BONUS PLAN AND PAYOUT OF BONUSES TO THE LEADERSHIP TEAM. THE COMPENSATION COMMITTEE USES AN INDEPENDENT COMPENSATION CONSULTANT TO HELP SET SALARIES AND BENEFITS.
- PART I, LINE 4B
- ERIC N. GURLEY, PRESIDENT & CEO, PARTICIPATED IN AN ENDORSEMENT SPLIT-DOLLAR LIFE INSURANCE PLAN AND DEFERRED COMPENSATION PLAN THAT MEET THE REQUIREMENTS OF SECTIONS 409A AND 457(F). BOTH PLANS ARE SPONSORED BY IMMANUEL. AS OF DECEMBER 31, 2022, ERIC GURLEY'S DEFERRED COMPENSATION ACCOUNT WAS CREDITED WITH $199,012. PREMIUMS OF $157,474 WERE PAID FOR THE ENDORSEMENT SPLIT-DOLLAR LIFE INSURANCE PLAN POLICY. UNDER THE PLAN, IMMANUEL ENDORSES TO ERIC GURLEY THE RIGHT TO DESIGNATE A BENEFICIARY FOR THE PORTION OF THE DEATH BENEFIT IN EXCESS OF THE GREATER OF THE CASH SURRENDER VALUE OR PREMIUMS PAID. THE VALUE OF THAT RIGHT, WHICH WAS INCLUDED IN ERIC GURLEY'S REPORTABLE COMPENSATION, WAS $3,494. AS OF JUNE 30, 2023, THE DEATH BENEFIT IN EXCESS OF PREMIUMS PAID WAS $2,859,477.
- PART I, LINE 6
- THE ORGANIZATION DOES NOT PAY OR ACCRUE ANY COMPENSATION BASED ON THE REVENUES OR THE NET EARNINGS OF THE ORGANIZATION OR ANY RELATED ORGANIZATION. HOWEVER, A SMALL PERCENTAGE OF THE BONUSES PAID TO ERIC GURLEY, DEVIN FOX, M.D., JULIE PALADINO-KAMINSKI, SCOTT BEAR, TAMMY SEALER, RHONDA DISTEFANO, JOHN CROGHAN, ADAM KUENNING, AND ELIZABETH HARRIS IS BASED ON OPERATING MARGIN CALCULATION OF IMMANUEL AND OTHER RELATED TAX-EXEMPT ORGANIZATIONS.
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.
-
501(C)(3) · CORPORATE SUPPORT · NE
-
501(C)(3) · FUNDRAISING · NE
Directly controlled by SEE STATEMENT
-
IMMANUEL HOME AND COMMUNITY RESOURCES
501(C)(3) · ELDERLY SERVICES · NE
Directly controlled by IMMANUEL
-
501(C)(3) · ELDERLY SERVICES · NE
Directly controlled by IMMANUEL HOME & COMMUNITY RESOURCES
-
501(C)(3) · ELDERLY SERVICES · NE
Directly controlled by IMMANUEL HOME & COMMUNITY RESOURCES
-
501(C)(3) · ELDERLY & LOW INCOME HOUSING · NE
Directly controlled by IMMANUEL
-
501(C)(3) · ELDERLY & LOW INCOME HOUSING · NE
Directly controlled by IMMANUEL
-
IMMANUEL TRINITY AFFORDABLE INC
501(C)(3) · ELDERLY & LOW INCOME HOUSING · NE
Directly controlled by IMMANUEL
-
501(C)(3) · LONG-TERM HEALTH CARE SERVICES · NE
Directly controlled by IMMANUEL
-
IMMANUEL COMMUNITY VISION FOUNDATION
501(C)(3) · SUPPORT NONPROFITS WHOSE MISSIONS ALIGN WITH IMMANUEL · NE
Directly controlled by IMMANUEL
-
501(C)(3) · ELDERLY HOUSING · NE
Directly controlled by IMMANUEL
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 3 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202441279349300219
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