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Nonprofiteer
← SANTAFE SENIOR LIVING FOUNDATION INC

Form 990 for tax year 2022

Filed by SANTAFE SENIOR LIVING FOUNDATION INC.

Totals

Total revenue
$442,765
Total expenses
$1,114,865
Contributions and grants received
$423,461
Grants paid
$1,114,865
Program services expenses (Part IX)
$1,114,865
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$1,114,865

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • LAWRENCE G SCHREIBER

    CHIEF EXECUTIVE OFFICER/DIRECTOR

    Total calculated
    $7,380,821
    From this org
    $0
    From related orgs
    $2,028,776
    Other
    $5,352,045
    Hours/week
    0.5 + 59.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,034,262 related
    Bonus
    $0 + $723,436 related
    Other
    $0 + $271,078 related
    Deferred
    $0 + $5,330,295 related
    Nontaxable benefits
    $0 + $21,750 related
    Filer's total
    $0 + $7,380,821 related

  • STEVEN M ZIEGLER

    ASSISTANT SECRETARY

    Total calculated
    $1,531,916
    From this org
    $0
    From related orgs
    $650,123
    Other
    $881,793
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $412,509 related
    Bonus
    $0 + $117,256 related
    Other
    $0 + $120,358 related
    Deferred
    $0 + $853,377 related
    Nontaxable benefits
    $0 + $28,416 related
    Filer's total
    $0 + $1,531,916 related

  • RANDALL L STUART

    ASSISTANT TREASURER (THRU 3/31/22)

    Total calculated
    $949,039
    From this org
    $0
    From related orgs
    $904,878
    Other
    $44,161
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $172,863 related
    Bonus
    $0 + $145,772 related
    Other
    $0 + $586,243 related
    Deferred
    $0 + $36,811 related
    Nontaxable benefits
    $0 + $7,350 related
    Filer's total
    $0 + $949,039 related

  • PHILIP G BOWLING

    ASSISTANT TREASURER

    Total calculated
    $608,518
    From this org
    $0
    From related orgs
    $511,203
    Other
    $97,315
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $376,923 related
    Bonus
    $0
    Other
    $0 + $134,280 related
    Deferred
    $0 + $77,531 related
    Nontaxable benefits
    $0 + $19,784 related
    Filer's total
    $0 + $608,518 related

  • RONALD E JENNETTE

    PRESIDENT

    Total calculated
    $396,333
    From this org
    $0
    From related orgs
    $353,438
    Other
    $42,895
    Hours/week
    10 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $306,816 related
    Bonus
    $0
    Other
    $0 + $46,622 related
    Deferred
    $0 + $31,079 related
    Nontaxable benefits
    $0 + $11,816 related
    Filer's total
    $0 + $396,333 related

  • TROY R HART

    PRESIDENT (THRU 1/15/22)

    Total calculated
    $191,321
    From this org
    $0
    From related orgs
    $187,103
    Other
    $4,218
    Hours/week
    10 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $106,331 related
    Bonus
    $0
    Other
    $0 + $80,772 related
    Deferred
    $0 + $676 related
    Nontaxable benefits
    $0 + $3,542 related
    Filer's total
    $0 + $191,321 related

  • GLENDA E HOOD

    CHAIR/DIRECTOR

    Total calculated
    $55,158
    From this org
    $0
    From related orgs
    $55,158
    Other
    $0
    Hours/week
    0.1 + 2.9 related

  • BENJAMIN I DOERR JR

    TREASURER/DIRECTOR

    Total calculated
    $45,596
    From this org
    $0
    From related orgs
    $45,596
    Other
    $0
    Hours/week
    0.1 + 1.4 related

  • JACKSON N SASSER PHD

    VICE CHAIR/DIRECTOR

    Total calculated
    $45,269
    From this org
    $0
    From related orgs
    $45,269
    Other
    $0
    Hours/week
    0.1 + 1.4 related

  • JAMES D LEE

    DIRECTOR

    Total calculated
    $43,469
    From this org
    $0
    From related orgs
    $43,469
    Other
    $0
    Hours/week
    0.1 + 1.4 related

  • PAMELA J MOONEY PHD

    DIRECTOR

    Total calculated
    $43,142
    From this org
    $0
    From related orgs
    $43,142
    Other
    $0
    Hours/week
    0.1 + 1.4 related

  • KATHERINE L FERNANDEZ

    SECRETARY/DIRECTOR

    Total calculated
    $41,996
    From this org
    $0
    From related orgs
    $41,996
    Other
    $0
    Hours/week
    0.1 + 1.4 related

  • KEVIN R MADDRON

    DIRECTOR

    Total calculated
    $27,779
    From this org
    $0
    From related orgs
    $27,779
    Other
    $0
    Hours/week
    0.1 + 1.4 related

  • GREGORY A HAILE

    DIRECTOR

    Total calculated
    $27,779
    From this org
    $0
    From related orgs
    $27,779
    Other
    $0
    Hours/week
    0.1 + 1.4 related

  • RITA M BARRETO

    DIRECTOR

    Total calculated
    $27,779
    From this org
    $0
    From related orgs
    $27,779
    Other
    $0
    Hours/week
    0.1 + 1.4 related

  • GEORGE E FLETCHER

    DIRECTOR (THRU 3/31/22)

    Total calculated
    $13,890
    From this org
    $0
    From related orgs
    $13,890
    Other
    $0
    Hours/week
    0.1 + 1.4 related

  • ROBERT L EPLING

    TREASURER/DIRECTOR (THRU 1/31/22)

    Total calculated
    $0
    Hours/week
    0.1 + 1.4 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
LAWRENCE G SCHREIBER IS THE CHIEF EXECUTIVE OFFICER (CEO) OF SANTAFE SENIOR LIVING FOUNDATION, INC. MR. SCHREIBER IS COMPENSATED BY SANTAFE HEALTHCARE, INC., A RELATED SUPPORTING ORGANIZATION. SANTAFE HEALTHCARE, INC. UTILIZES THE FOLLOWING PROCESS TO ESTABLISH THE CEO'S COMPENSATION AND BENEFITS: THE SANTAFE HEALTHCARE, INC. BOARD OF DIRECTORS ANNUALLY RETAINS AN INDEPENDENT THIRD PARTY COMPENSATION AND BENEFITS CONSULTING FIRM (FIRM) TO CONDUCT A MARKET COMPETITIVENESS REVIEW OF THE CEO'S TOTAL DIRECT COMPENSATION (BASE SALARY, ANNUAL INCENTIVES AND LONG TERM INCENTIVES) AND BENEFITS. THE COMPETITIVE ANALYSIS INCLUDES COMPARISON TO SIMILAR POSITIONS IN COMPANIES OF SIMILAR SIZE WITHIN THE SAME OR SIMILAR INDUSTRY. THE FIRM MAKES RECOMMENDATIONS, IF ANY, DIRECTLY TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS ESTABLISHES THE FINAL COMPENSATION AND BENEFIT PACKAGE FOR THE CEO TAKING INTO CONSIDERATION THE MARKET COMPETITIVENESS REVIEW AND FINAL RECOMMENDATION OF THE FIRM. THE FIRM PROVIDES AN OPINION LETTER REGARDING THE REASONABLENESS OF THE CEO'S FINAL COMPENSATION AND BENEFITS PACKAGE. THE ACTIONS OF THE BOARD ARE DOCUMENTED IN THE MINUTES OF THE BOARD MEETING.
PART I, LINE 4B
(RELATES TO PART I, LINE 4A): LISTED PERSONS ARE EMPLOYEES OF RELATED ORGANIZATIONS AND ARE COVERED UNDER A SEVERANCE POLICY FOR THEIR RESPECTIVE RELATED ORGANIZATION. THE SEVERANCE POLICY INCLUDES MONTHLY PAYMENTS UP TO A MAXIMUM OF 12 - 36 MONTHS UNDER QUALIFYING CIRCUMSTANCES AND DEPENDING ON POSITION. NO ONE LISTED RECEIVED SEVERANCE OR CHANGE OF CONTROL PAYMENTS DURING 2022. (RELATES TO PART I, LINE 4B) LAWRENCE G SCHREIBER, RANDALL L STUART (THROUGH 3/31/2022), PHILIP G BOWLING, STEVEN M ZIEGLER, TROY R HART (THROUGH 1/15/2022) AND RONALD E JENNETTE ARE EMPLOYEES OF SANTAFE HEALTHCARE, INC., A RELATED SUPPORTING ORGANIZATION. THEY PARTICIPATE IN TWO NONQUALIFIED DEFERRED COMPENSATION RETIREMENT PLANS SPONSORED BY SANTAFE HEALTHCARE, INC. FOR A CERTAIN GROUP OF EXECUTIVES. ONE PLAN RESTORES RETIREMENT BENEFITS EQUIVALENT TO QUALIFIED 401(K) BENEFITS ON INCOME EARNED IN EXCESS OF THE INTERNAL REVENUE SERVICE CODE SECTION 401(A)(17) RECOGNIZABLE PAY LIMITS (A DEFINED CONTRIBUTION RESTORATION PLAN). VESTING FOR THIS PLAN IS ACHIEVED AT AGE 55 AND 10 YEARS OF SERVICE OR AT AGE 65 AND 5 YEARS OF SERVICE. THE SECOND SUPPLEMENTAL DEFINED CONTRIBUTION PLAN PROVIDES ADDITIONAL RETIREMENT INCOME BASED ON A PERCENTAGE OF BASE SALARY AND VESTS AT THREE AND FIVE YEARS OF SERVICE. MR. STUART VESTED AND RECEIVED $526,840 FROM SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS IN 2022. MR. SCHREIBER VESTED AND RECEIVED $117,037 FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN 2022. MR. ZIEGLER VESTED AND RECEIVED $98,272 FROM SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS IN 2022. MR. HART VESTED AND RECEIVED $52,951 FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN 2022.
SCHEDULE J, PART II
CERTAIN SENIOR EXECUTIVES ARE ACCOUNTABLE FOR AND PERFORM SERVICES FOR SANTAFE HEALTHCARE, INC. AND EACH OF ITS AFFILIATES. SANTAFE HEALTHCARE, INC. AND AFFILIATES REPRESENT A DIVERSIFIED FAMILY OF NOT-FOR-PROFIT ORGANIZATIONS. THESE SENIOR EXECUTIVES ARE PAID DIRECTLY BY SANTAFE HEALTHCARE, INC., AND THEIR COMPENSATION AND BENEFITS ARE APPORTIONED AND CHARGED TO THE RESPECTIVE AFFILIATES BASED ON THE ESTIMATED AMOUNT OF TIME SPENT ON EACH AFFILIATE'S ACTIVITIES.
SCHEDULE J, PART II, COLUMN C:
LAWRENCE G SCHREIBER AND STEVEN M ZIEGLER ARE EMPLOYEES OF SANTAFE HEALTHCARE, INC. AS A RESULT OF THE SALE OF AVMED, INC. AS DESCRIBED IN SCHEDULE R, MR. SCHREIBER AND MR. ZIEGLER EARNED ADDITIONAL COMPENSATION PAYABLE IN 2023 AND 2024, WHICH IS CONTINGENT UPON THEIR EMPLOYMENT BY SANTAFE HEALTHCARE, INC. THE ADDITIONAL COMPENSATION WILL BE PAID ENTIRELY BY SANTAFE HEALTHCARE, INC. AND WILL NOT BE ALLOCATED OR CHARGED TO ITS AFFILIATES. THE ADDITIONAL COMPENSATION IS REPORTED AS DEFERRED IN SCHEDULE J, PART II, COLUMN C FOR MR. SCHREIBER AND MR. ZIEGLER AND TOTALS $5,000,000 AND $841,177, RESPECTIVELY.

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

  • EAST RIDGE RETIREMENT VILLAGE INC

    $799,622

    SANTAFE SENIOR LIVING FOUNDATION, INC. PROVIDED FINANCIAL ASSISTANCE IN THE AMOUNT OF $799,622 TO SUPPORT AND FURTHER THE MISSION AND TAX EXEMPT PURPOSES OF EAST RIDGE RETIREMENT VILLAGE, INC.

  • NORTH FLORIDA RETIREMENT VILLAGE INC

    $261,299

    SANTAFE SENIOR LIVING FOUNDATION, INC. PROVIDED FINANCIAL ASSISTANCE IN THE AMOUNT OF $261,299 TO SUPPORT AND FURTHER THE MISSION AND TAX EXEMPT PURPOSES OF NORTH FLORIDA RETIREMENT VILLAGE, INC.

  • BONITA SPRINGS RETIREMENT VILLAGE INC

    $53,944

    SANTAFE SENIOR LIVING FOUNDATION, INC. PROVIDED FINANCIAL ASSISTANCE IN THE AMOUNT OF $53,944 TO SUPPORT AND FURTHER THE MISSION AND TAX EXEMPT PURPOSES OF BONITA SPRINGS RETIREMENT VILLAGE, INC.

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
2022
Filed
8 November 2023
IRS schema version
2022v5.0
Source object
202323129349303192

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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