Totals
- Total revenue
- $30,560,952
- Total expenses
- $34,794,173
- Contributions and grants received
- $299,222
- Grants paid
- $0
- Program service revenue
- $29,114,203
- Investment income
- $593,169
- Other revenue
- $554,358
- Total assets, end of year
- $124,472,119
- Total liabilities, end of year
- $130,816,004
- Net assets or fund balances, end of year
- -$6,343,885
- Program services expenses (Part IX)
- $28,782,275
- Management and general expenses
- $5,884,216
- Fundraising expenses
- $127,682
- Program service expenses (Part III)
- $28,782,275
Program services were 82.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
CHRISTIAN J BROWN RLA CLA ASLA
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
RT REV C HOPETON CLENNON
CHAIR-ELECT
- Total calculated
- $0
- Hours/week
- 1
-
TED LEWIS
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
RALPH WANAMAKER JR
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
JIM CHRIN
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
CYNTHIA DIRENZO
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
DEBORAH ESPOSITO
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
MELISSA JOHNSON
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
CAROLYN KNAUSS
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
LINDA MCMEEKIN
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
EDWARD NAWROCKI
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
DONNA SABOL
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
BARBARA SEIFERT-SIGMON
MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
REV JEFFREY VAN ORDEN
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
SUSAN C DRABIC
PRESIDENT & CHIEF EXECUTIVE
- Total calculated
- $392,384
- From this org
- $369,928
- From related orgs
- $0
- Other
- $22,456
- Hours/week
- 50 + 2.1 related
Schedule J breakdown matched by us
- Base
- $287,547
- Bonus
- $69,677
- Other
- $12,704
- Deferred
- $8,700
- Nontaxable benefits
- $13,756
- Filer's total
- $392,384
-
CHRISTOPHER T HUNT
CHIEF FINANCIAL OFFICER
- Total calculated
- $267,516
- From this org
- $224,023
- From related orgs
- $0
- Other
- $43,493
- Hours/week
- 50 + 2.1 related
Schedule J breakdown matched by us
- Base
- $195,438
- Bonus
- $28,171
- Other
- $414
- Deferred
- $6,610
- Nontaxable benefits
- $36,883
- Filer's total
- $267,516
-
NANCY BULLIVANT
DIRECTOR OF HEALTH & WELLNESS
- Total calculated
- $174,884
- From this org
- $161,743
- From related orgs
- $0
- Other
- $13,141
- Hours/week
- 50 + 2.1 related
Schedule J breakdown matched by us
- Base
- $159,527
- Bonus
- $1,517
- Other
- $699
- Deferred
- $0
- Nontaxable benefits
- $13,141
- Filer's total
- $174,884
-
SUSAN CAPOBIANCO
CHIEF MARKETING OFFICER
- Total calculated
- $200,866
- From this org
- $182,094
- From related orgs
- $0
- Other
- $18,772
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $157,241
- Bonus
- $23,665
- Other
- $1,188
- Deferred
- $4,948
- Nontaxable benefits
- $13,824
- Filer's total
- $200,866
-
MONICA BUSTAMANTE
CHIEF INFORMATION OFFICER
- Total calculated
- $188,687
- From this org
- $157,165
- From related orgs
- $0
- Other
- $31,522
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $143,308
- Bonus
- $13,083
- Other
- $774
- Deferred
- $4,832
- Nontaxable benefits
- $26,690
- Filer's total
- $188,687
-
ALICE DONLAN
DIRECTOR OF REHAB SERVICES
- Total calculated
- $179,846
- From this org
- $145,346
- From related orgs
- $0
- Other
- $34,500
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $140,575
- Bonus
- $4,009
- Other
- $762
- Deferred
- $4,470
- Nontaxable benefits
- $30,030
- Filer's total
- $179,846
-
BRYNN LEE
CHIEF HUMAN RESOURCES OFFICER
- Total calculated
- $156,930
- From this org
- $149,094
- From related orgs
- $0
- Other
- $7,836
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $133,827
- Bonus
- $14,856
- Other
- $411
- Deferred
- $4,006
- Nontaxable benefits
- $3,830
- Filer's total
- $156,930
-
MATTHEW P MATEJCEK
CHIEF ENVIRONMENTAL OFFICER
- Total calculated
- $141,043
- From this org
- $116,030
- From related orgs
- $0
- Other
- $25,013
- Hours/week
- 40
-
JEANNE MORRIS FRIED
REHAB MANAGER
- Total calculated
- $108,220
- From this org
- $104,875
- From related orgs
- $0
- Other
- $3,345
- 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 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
- 7 · Other non-fixed payments
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
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 4B
- MORNINGSTAR SENIOR LIVING, INC. SPONSORS THE MORNINGSTAR SENIOR LIVING 457(B) PLAN WHICH IS A NONQUALIFIED, NON-ERISA, ELIGIBLE DEFERRED COMPENSATION PLAN WITHIN THE MEANING OF CODE SECTION 457(B). THE PLAN PROVIDES FOR ELECTIVE EMPLOYEE CONTRIBUTIONS THROUGH SALARY DEFERRALS, COMPANY CONTRIBUTIONS, AND ROLLOVER CONTRIBUTIONS. ELIGIBLE PARTICIPANTS IN THE PLAN INCLUDE THE PRESIDENT & CEO, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, AND CHIEF INFORMATION OFFICER. THERE WERE NO COMPANY CONTRIBUTIONS MADE TO THE PLAN DURING FISCAL YEAR ENDED JUNE 30, 2023.
- PART I, LINE 7
- AS PART OF THE ANNUAL PERFORMANCE REVIEW PROCESS OF THE PRESIDENT AND CEO, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, AT ITS DISCRETION, MAY APPROVE THE PAYMENT OF AN ANNUAL BONUS BASED ON THE OVERALL PERFORMANCE OF THE PRESIDENT AND CEO COMPARED TO THE STRATEGIC AND OPERATING GOALS OF THE COMMUNITY. THE PRESIDENT AND CEO, AT HER DISCRETION, MAY APPROVE THE PAYMENT OF AN ANNUAL BONUS FOR CERTAIN MEMBERS OF THE COMMUNITY'S MANAGEMENT TEAM BASED ON THE PERFORMANCE OF THOSE PERSONS COMPARED TO INDIVIDUAL GOALS. CERTAIN EXECUTIVES ARE PARTICIPANTS IN THE ORGANIZATION'S DEFINED CONTRIBUTION RETIREMENT PLAN. IF THE EMPLOYER CONTRIBUTIONS EXCEED THE LIMIT OF THE NONDISCRIMATORY RULES OF THE PLAN, THE OVERAGE IS PAID AS A BONUS IN THE FOLLOWING YEAR.
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.
-
MORNINGSTAR SENIOR SOLUTIONS INC
501(C)(3) · HOME CARE AND CARE MANAGEMENT · PA · controlled entity
Directly controlled by MORNINGSTAR SENIOR LIVING INC
-
MORNINGSTAR SENIOR LIVING FOUNDATION
501(C)(3) · SUPPORTING ORGANIZATION · PA · controlled entity
Directly controlled by MORNINGSTAR SENIOR LIVING INC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202411369349307086
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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