Skip to content
Nonprofiteer
← SUNSET RETIREMENT COMMUNITIES INC

Form 990 for tax year 2022

Filed by SUNSET RETIREMENT COMMUNITIES INC.

Totals

Total revenue
$27,519,880
Total expenses
$23,403,893
Contributions and grants received
$577,551
Grants paid
$36,891
Program services expenses (Part IX)
$19,770,035
Management and general expenses
$3,633,858
Fundraising expenses
$0
Program service expenses (Part III)
$19,770,035

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
    $2,612,014
    From this org
    $0
    From related orgs
    $2,593,979
    Other
    $18,035
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $533,568 related
    Bonus
    $0 + $118,554 related
    Other
    $0 + $1,941,857 related
    Deferred
    $0 + $8,435 related
    Nontaxable benefits
    $0 + $9,600 related
    Filer's total
    $0 + $2,612,014 related

  • JAMES C GREEN

    TREASURER/CFO

    Total calculated
    $1,387,589
    From this org
    $0
    From related orgs
    $1,369,243
    Other
    $18,346
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $344,927 related
    Bonus
    $0 + $66,096 related
    Other
    $0 + $958,220 related
    Deferred
    $0 + $8,869 related
    Nontaxable benefits
    $0 + $9,477 related
    Filer's total
    $0 + $1,387,589 related

  • DOROTHY BARNES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • VICTORIA BARTLETT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • HEIDI GLOSSER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BARBARA HAHLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARY KNAKE

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • BARBARA KOPP-MILLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BRENDA LEE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KATHLEEN RYAN

    INTERIM CHAIR

    Total calculated
    $0
    Hours/week
    1

  • MARK SANDRETTO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LIONEL SULLY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANDREW WEINER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KARA JO WIETRZYKOWSKI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JASON MILLER

    VP OF OPERATIONS

    Total calculated
    $1,246,629
    From this org
    $0
    From related orgs
    $1,230,868
    Other
    $15,761
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $388,692 related
    Bonus
    $0 + $76,649 related
    Other
    $0 + $765,527 related
    Deferred
    $0 + $7,396 related
    Nontaxable benefits
    $0 + $8,365 related
    Filer's total
    $0 + $1,246,629 related

  • MEL MILLER

    BOARD CHAIR OF OTTERBEIN HOMES

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • JUDITH BISHOP-PIERCE

    EXECUTIVE DIRECTOR

    Total calculated
    $161,204
    From this org
    $151,969
    From related orgs
    $0
    Other
    $9,235
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,969
    Bonus
    $0
    Other
    $0
    Deferred
    $8,145
    Nontaxable benefits
    $1,090
    Filer's total
    $161,204

  • DANIEL SMITH

    EXECUTIVE DIRECTOR

    Total calculated
    $152,811
    From this org
    $144,043
    From related orgs
    $0
    Other
    $8,768
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,543
    Bonus
    $7,500
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $8,768
    Filer's total
    $152,811

  • GARY HORNING

    VICE PRESIDENT - MARKETING

    Total calculated
    $302,270
    From this org
    $0
    From related orgs
    $286,804
    Other
    $15,466
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $228,925 related
    Bonus
    $0 + $54,004 related
    Other
    $0 + $3,875 related
    Deferred
    $0 + $7,101 related
    Nontaxable benefits
    $0 + $8,365 related
    Filer's total
    $0 + $302,270 related

  • PAMELA RICHMOND

    VP - CHIEF STRATEGY/DEVELOPMENT

    Total calculated
    $323,652
    From this org
    $0
    From related orgs
    $308,649
    Other
    $15,003
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $246,685 related
    Bonus
    $0 + $59,488 related
    Other
    $0 + $2,476 related
    Deferred
    $0 + $6,638 related
    Nontaxable benefits
    $0 + $8,365 related
    Filer's total
    $0 + $323,652 related

  • LOIS MILLS

    VP OF HUMAN RESOURCES

    Total calculated
    $265,381
    From this org
    $0
    From related orgs
    $251,458
    Other
    $13,923
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $201,029 related
    Bonus
    $0 + $44,568 related
    Other
    $0 + $5,861 related
    Deferred
    $0 + $6,286 related
    Nontaxable benefits
    $0 + $7,637 related
    Filer's total
    $0 + $265,381 related

  • SHONIA RUSSELLE

    AVP - MARKETING

    Total calculated
    $233,935
    From this org
    $0
    From related orgs
    $217,375
    Other
    $16,560
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $170,517 related
    Bonus
    $0 + $40,858 related
    Other
    $0 + $6,000 related
    Deferred
    $0 + $5,408 related
    Nontaxable benefits
    $0 + $11,152 related
    Filer's total
    $0 + $233,935 related

  • EMILY WEIKERT

    VP - CLINICAL QUALITY

    Total calculated
    $243,104
    From this org
    $0
    From related orgs
    $228,975
    Other
    $14,129
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $184,930 related
    Bonus
    $0 + $41,804 related
    Other
    $0 + $2,241 related
    Deferred
    $0 + $5,764 related
    Nontaxable benefits
    $0 + $8,365 related
    Filer's total
    $0 + $243,104 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 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
EFFECTIVE DECEMBER 31, 2021 THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) BENEFITS WERE FROZEN AND THE PLAN WAS CLOSED TO NEW ENTRANTS. ALL ACTIVE PARTICIPANTS WERE PAID LUMP SUMS OF THEIR BENEFITS LEAVING ONLY BENEFITS TO BE PAID TO RETIRED EMPLOYEES. JAMES GREEN $955,231 JASON MILLER $764,215 JILL WILSON $1,941,414

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
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202323189349303217

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

The source document this was parsed from is served over the API, which is where bulk and document access live.