Form 990 for tax year 2023
Filed by EMERALD COMMUNITIES C O ALAND CHAMBARD.
Totals
- Total revenue
- $6,121,281
- Total expenses
- $4,729,559
- Contributions and grants received
- $1,523,848
- Grants paid
- $55,000
- Program services expenses (Part IX)
- $4,036,903
- Management and general expenses
- $692,656
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $4,036,903
Program services were 85.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
LISA HARDY
PRESIDENT & CEO
- Total calculated
- $659,072
- From this org
- $611,907
- From related orgs
- $0
- Other
- $47,165
- Hours/week
- 20 + 30 related
Schedule J breakdown matched by us
- Base
- $452,669
- Bonus
- $101,635
- Other
- $57,603
- Deferred
- $22,500
- Nontaxable benefits
- $24,665
- Filer's total
- $659,072
-
DIANA JAMISON
CFO
- Total calculated
- $331,997
- From this org
- $315,555
- From related orgs
- $0
- Other
- $16,442
- Hours/week
- 10 + 40 related
Schedule J breakdown matched by us
- Base
- $314,187
- Bonus
- $180
- Other
- $1,188
- Deferred
- $4,200
- Nontaxable benefits
- $12,242
- Filer's total
- $331,997
-
JO HOLLIS
VP OF HR & RISK MANAGEMENT
- Total calculated
- $280,335
- From this org
- $248,750
- From related orgs
- $0
- Other
- $31,585
- Hours/week
- 5 + 45 related
Schedule J breakdown matched by us
- Base
- $202,800
- Bonus
- $40,376
- Other
- $5,574
- Deferred
- $10,819
- Nontaxable benefits
- $20,766
- Filer's total
- $280,335
-
KAY WALLIN
VP MARKETING & PUBLIC RELATIONS
- Total calculated
- $266,639
- From this org
- $244,504
- From related orgs
- $0
- Other
- $22,135
- Hours/week
- 5 + 45 related
Schedule J breakdown matched by us
- Base
- $205,674
- Bonus
- $37,642
- Other
- $1,188
- Deferred
- $12,264
- Nontaxable benefits
- $9,871
- Filer's total
- $266,639
-
MICHELLE WOOD
VP OF OPERATIONS
- Total calculated
- $264,220
- From this org
- $239,594
- From related orgs
- $0
- Other
- $24,626
- Hours/week
- 5 + 45 related
Schedule J breakdown matched by us
- Base
- $211,465
- Bonus
- $27,859
- Other
- $270
- Deferred
- $12,064
- Nontaxable benefits
- $12,562
- Filer's total
- $264,220
-
GRANT LINACRE
EMERALD HEIGHTS EXECUTIVE DIRECTOR
- Total calculated
- $251,154
- From this org
- $228,934
- From related orgs
- $0
- Other
- $22,220
- Hours/week
- 5 + 45 related
Schedule J breakdown matched by us
- Base
- $200,805
- Bonus
- $27,859
- Other
- $270
- Deferred
- $6,097
- Nontaxable benefits
- $16,123
- Filer's total
- $251,154
-
MATTHEW LECOURS
DIRECTOR OF FOOD & BEVERAGE
- Total calculated
- $178,245
- From this org
- $152,456
- From related orgs
- $0
- Other
- $25,789
- Hours/week
- 5 + 45 related
Schedule J breakdown matched by us
- Base
- $138,843
- Bonus
- $13,500
- Other
- $113
- Deferred
- $4,449
- Nontaxable benefits
- $21,340
- Filer's total
- $178,245
-
KATHLEEN WALL
EXECUTIVE ASSISTANT
- Total calculated
- $160,221
- From this org
- $152,456
- From related orgs
- $0
- Other
- $7,765
- Hours/week
- 20 + 30 related
Schedule J breakdown matched by us
- Base
- $152,456
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $7,765
- Filer's total
- $160,221
-
DWIGHT WHITING
CHAIR
- Total calculated
- $0
- Hours/week
- 2 + 4 related
-
DAPHNE SCHNEIDER
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
DANNA VANHORN
SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
DAVID HUDSON
TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
KAREN COHOE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
ROBERT CRIST
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
JILL GUERNSEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
JEFF JONES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
GARY KING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
STEPHANIE MARSHALL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
DEWAYNE MCMULLIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
JUDY RICHARDSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 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
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 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
- EMERALD COMMUNITIES HAS A 457(F) SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN FOR CERTAIN EXECUTIVE EMPLOYEES. DURING 2023, THE FOLLOWING AMOUNTS WERE CONTRIBUTED TO THEIR PLANS: LISA HARDY, PRESIDENT & CEO, $22,500 DIANA JAMISON, CFO, $22,500 GRANT LINACRE, EMERALD HEIGHTS EXECUTIVE DIRECTOR, $9,683 KAY WALLIN, VP MARKETING & PUBLIC RELATIONS, $12,801
- PART I, LINE 7
- CERTAIN NON-FIXED INCENTIVE PAYMENTS WERE PAID TO MANAGEMENT STAFF THAT RELATED TO PERFORMANCE MEASUREMENTS OTHER THAN REVENUES AND NET EARNINGS.
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
-
$50,000
COMMUNITY WILDFIRE RECOVERY
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.
-
EASTSIDE RETIREMENT ASSOCIATION (DBA EMERALD HEIGHTS)
501(C)(3) · LIFE PLAN RETIREMENT COMMUNITY · WA · controlled entity
Directly controlled by EMERALD COMMUNITIES
-
501(C)(3) · LIFE PLAN RETIREMENT COMMUNITY · WA · controlled entity
Directly controlled by EMERALD COMMUNITIES
-
LUANA KAI A LIFE PLAN COMMUNITY
501(C)(3) · LIFE PLAN RETIREMENT COMMUNITY · HI · controlled entity
Directly controlled by EMERALD COMMUNITIES
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 11 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433189349302678
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