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Nonprofiteer
← BISHOP SPENCER PLACE INC

Form 990 for tax year 2023

Filed by BISHOP SPENCER PLACE INC.

Totals

Total revenue
$13,726,770
Total expenses
$18,604,955
Contributions and grants received
$95,882
Grants paid
$0
Program service revenue
$13,591,445
Investment income
$39,443
Other revenue
$0
Total assets, end of year
$17,887,024
Total liabilities, end of year
$37,683,302
Net assets or fund balances, end of year
-$19,796,278
Program services expenses (Part IX)
$15,755,520
Management and general expenses
$2,849,435
Fundraising expenses
$0
Program service expenses (Part III)
$15,755,520

Program services were 84.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BEVERLY ELVING

    PRESIDENT -DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BISHOP DIANE JARDINE BRUCE

    CHAIR-DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GAYLORD SMITH

    SECRETARY - DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KAREN CALVIN

    VICE PRES-DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • THE REV'D CHARLES EVERSON

    TREASURER-DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANTHONY FANGMAN MD

    DIRECTOR

    Total calculated
    $521,168
    From this org
    $0
    From related orgs
    $464,245
    Other
    $56,923
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $462,643 related
    Bonus
    $0
    Other
    $0 + $1,602 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $37,123 related
    Filer's total
    $0 + $521,167 related

  • CASEY HALSEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JANE LAMPO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JANE PECK

    DIRECTOR

    Total calculated
    $624,181
    From this org
    $0
    From related orgs
    $528,397
    Other
    $95,784
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $402,334 related
    Bonus
    $0 + $79,580 related
    Other
    $0 + $46,483 related
    Deferred
    $0 + $66,110 related
    Nontaxable benefits
    $0 + $29,673 related
    Filer's total
    $0 + $624,180 related

  • JANI JOHNSON

    DIRECTOR

    Total calculated
    $1,301,066
    From this org
    $0
    From related orgs
    $1,161,190
    Other
    $139,876
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $714,490 related
    Bonus
    $0 + $375,594 related
    Other
    $0 + $71,106 related
    Deferred
    $0 + $113,153 related
    Nontaxable benefits
    $0 + $26,723 related
    Filer's total
    $0 + $1,301,065 related

  • MARGARET DONNELLY

    DIRECTOR

    Total calculated
    $854,352
    From this org
    $0
    From related orgs
    $823,357
    Other
    $30,995
    Hours/week
    16 + 34 related

    Schedule J breakdown matched by us

    Base
    $0 + $296,029 related
    Bonus
    $0 + $63,860 related
    Other
    $0 + $463,468 related
    Deferred
    $0 + $6,600 related
    Nontaxable benefits
    $0 + $24,395 related
    Filer's total
    $0 + $854,352 related

  • PHIL LEVI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • THE REV ANNE HUTCHERSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • THE VERY REV DR ANDREW KEYSE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DEE DUNN

    Chief Executive Officer TERM END 2023

    Total calculated
    $387,431
    From this org
    $376,201
    From related orgs
    $0
    Other
    $11,230
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $61,482
    Bonus
    $36,276
    Other
    $278,443
    Deferred
    $3,777
    Nontaxable benefits
    $7,453
    Filer's total
    $387,431

  • Lisa Havenhill

    Chief Financial Officer

    Total calculated
    $353,016
    From this org
    $0
    From related orgs
    $275,632
    Other
    $77,384
    Hours/week
    17 + 33 related

    Schedule J breakdown matched by us

    Base
    $0 + $220,582 related
    Bonus
    $0 + $33,261 related
    Other
    $0 + $21,789 related
    Deferred
    $0 + $50,017 related
    Nontaxable benefits
    $0 + $27,368 related
    Filer's total
    $0 + $353,016 related

  • LOUIS COLLIER

    Chief Executive Officer beg 2023

    Total calculated
    $112,925
    From this org
    $100,630
    From related orgs
    $0
    Other
    $12,295
    Hours/week
    50

  • COLLEEN HOLLESTELLE

    NURSING HOME ADMINSTRATOR

    Total calculated
    $158,094
    From this org
    $113,728
    From related orgs
    $0
    Other
    $44,366
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $113,275
    Bonus
    $0
    Other
    $453
    Deferred
    $5,075
    Nontaxable benefits
    $39,291
    Filer's total
    $158,094

  • DAVID LITE

    HUMAN RESOURCES DIRECTOR

    Total calculated
    $138,886
    From this org
    $122,949
    From related orgs
    $0
    Other
    $15,937
    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

  • 4a · Severance or change-of-control payment
  • 7 · Other non-fixed payments

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 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)

Schedule J, Part I, Line 4a Severance or change-of-control payment
SEVERANCE PAYMENT INCLUDED IN SCH J, PART II, B(III) OTHER REPORTABLE COMPENSATION: DEE DUNN - $187,550 Margaret Donnelly - $372,308
Schedule J, Part I, Line 7 Non-fixed payments
THE ORGANIZATION HAS ADOPTED A MANAGEMENT INCENTIVE COMPENSATION PLAN FOR CERTAIN MEMBERS OF SENIOR AND MIDDLE MANAGEMENT TO PROMOTE EFFECTIVE MANAGEMENT OF OPERATIONS, QUALITY OF CARE AND SERVICE, AND OPTIMAL USE OF RESOURCES. THE INCENTIVES ARE CALCULATED AS A PERCENTAGE OF BASE SALARY CONTINGENT ON ACHIEVING QUALITY, PATIENT SATISFACTION, EMPLOYEE RETENTION, FINANCIAL AND OTHER OPERATIONAL PERFORMANCE TARGETS ESTABLISHED BY THE SYSTEM BOARD'S COMPENSATION COMMITTEE ON AN ANNUAL BASIS. INCENTIVE AWARDS ARE PAID AT THE DISCRETION OF THE BOARD OF DIRECTORS AND DO NOT ACCRUE TO THE BENEFIT OF THE INDIVIDUALS UNTIL AFTER FINANCIAL RESULTS HAVE BEEN DETERMINED FOR THE CALENDAR YEAR. THIS INCENTIVE COMPENSATION IS EVALUATED AS PART OF THE REVIEW OF MARKET COMPETITIVE DATA AND REASONABLENESS OF OVERALL COMPENSATION AND BENEFITS.
Schedule J, Part II DIRECTOR AND RELATED ORGANIZATION COMPENSATION
DIRECTORS ARE NOT COMPENSATED FOR SERVING AS A DIRECTOR OR BOARD OFFICER. JANI JOHNSON, JANE PECK, AND ANTHONY FANGMAN DID NOT RECEIVE COMPENSATION FOR DUTIES AS A DIRECTOR OR OFFICER OF THE FILING ORGANIZATION BUT RECEIVED COMPENSATION FROM RELATED ORGANIZATIONS FOR SERVICES RENDERED TO THE RELATED ORGANIZATIONS. REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS FOR LISA HAVENHILL AND MARGARET DONNELLY IS FOR SERVICES RENDERED TO THE FILING AND RELATED 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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202433199349314623

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