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← ARBOR ACRES UNITED METHODIST RETIREMENT COMMUNITY INC

Form 990 for tax year 2023

Filed by ARBOR ACRES UNITED METHODIST RETIREMENT COMMUNITY INC.

Totals

Total revenue
$51,036,034
Total expenses
$47,724,267
Contributions and grants received
$1,290,402
Grants paid
$2,160,563
Program services expenses (Part IX)
$32,195,010
Management and general expenses
$15,222,695
Fundraising expenses
$306,562
Program service expenses (Part III)
$32,195,010

Program services were 67.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Courtney Douglas

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Drewry Nostitz

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • John E Lauer

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • John Willingham

    Chair

    Total calculated
    $0
    Hours/week
    1

  • William E Hollan III

    Chair Elect

    Total calculated
    $0
    Hours/week
    1

  • Bill Sayers

    ex-officio

    Total calculated
    $0
    Hours/week
    1

  • Bischop Ken Carter

    ex-officio

    Total calculated
    $0
    Hours/week
    1

  • Carroll McCullough

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Christin Dunn

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Christopher Pearce

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • David Hinton

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Donald Eppert

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    1

  • J Hill Stockton

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • John Earle

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • John Ruffin

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Montrale Boykin

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Pamela Ball

    ex-officio

    Total calculated
    $0
    Hours/week
    1

  • Rev Sam Moore

    ex-officio

    Total calculated
    $0
    Hours/week
    1

  • Ricky Shore

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Samuel Black

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Susan Elster

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Tanya Afolayan

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Tog Newman

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    1

  • Vincent Howell

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Wendy Walker-Fox

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Andrew Applegate

    CEO

    Total calculated
    $403,614
    From this org
    $355,397
    From related orgs
    $0
    Other
    $48,217
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $285,308
    Bonus
    $32,000
    Other
    $38,089
    Deferred
    $20,748
    Nontaxable benefits
    $27,469
    Filer's total
    $403,614

  • David Matthews

    CFO

    Total calculated
    $255,968
    From this org
    $225,897
    From related orgs
    $0
    Other
    $30,071
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $197,823
    Bonus
    $19,100
    Other
    $8,974
    Deferred
    $13,448
    Nontaxable benefits
    $16,623
    Filer's total
    $255,968

  • Julie Tampa

    Secretary

    Total calculated
    $91,847
    From this org
    $78,853
    From related orgs
    $0
    Other
    $12,994
    Hours/week
    40

  • Kathy Gwyn

    VP Health Services

    Total calculated
    $221,238
    From this org
    $189,697
    From related orgs
    $0
    Other
    $31,541
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $160,262
    Bonus
    $18,194
    Other
    $11,241
    Deferred
    $11,312
    Nontaxable benefits
    $20,229
    Filer's total
    $221,238

  • Amanda Harrell

    Director of nursing

    Total calculated
    $142,492
    From this org
    $126,699
    From related orgs
    $0
    Other
    $15,793
    Hours/week
    40

  • Erin Perkins

    Director of dining

    Total calculated
    $135,166
    From this org
    $119,488
    From related orgs
    $0
    Other
    $15,678
    Hours/week
    40

  • Hannah Yoon

    Healthcare administrator

    Total calculated
    $149,214
    From this org
    $128,215
    From related orgs
    $0
    Other
    $20,999
    Hours/week
    40

  • Joseph Gilmartin

    Senior director of operations

    Total calculated
    $143,830
    From this org
    $123,400
    From related orgs
    $0
    Other
    $20,430
    Hours/week
    40

  • Lynn Ross

    Director of marketing

    Total calculated
    $183,630
    From this org
    $166,522
    From related orgs
    $0
    Other
    $17,108
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,170
    Bonus
    $24,023
    Other
    $9,329
    Deferred
    $8,880
    Nontaxable benefits
    $8,228
    Filer's total
    $183,630

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 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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

Provenance

Return type
form_990
Tax year
2023
Filed
17 September 2024
IRS schema version
2023v5.1
Source object
202432619349301273

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