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Nonprofiteer
← MORNINGSTAR SENIOR LIVING INC

Form 990 for tax year 2023

Filed by MORNINGSTAR SENIOR LIVING INC.

Totals

Total revenue
$17,037,092
Total expenses
$17,960,717
Contributions and grants received
$185,590
Grants paid
$0
Program services expenses (Part IX)
$14,864,539
Management and general expenses
$3,040,036
Fundraising expenses
$56,142
Program service expenses (Part III)
$14,864,539

Program services were 82.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • CHRISTIAN J BROWN RLA CLA ASLA

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • RT REV C HOPETON CLENNON

    CHAIR-ELECT

    Total calculated
    $0
    Hours/week
    1

  • TED LEWIS

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • RALPH WANAMAKER JR

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • JIM CHRIN

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CYNTHIA DIRENZO

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DEBORAH ESPOSITO

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MELISSA JOHNSON

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CAROLYN KNAUSS

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LINDA MCMEEKIN

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • EDWARD NAWROCKI

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DONNA SABOL

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BARBARA SEIFERT-SIGMON

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 0.1 related

  • REV JEFFREY VAN ORDEN

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CHRISTOPHER T HUNT

    CHIEF FINANCIAL OFFICER

    Total calculated
    $250,792
    From this org
    $214,525
    From related orgs
    $0
    Other
    $36,267
    Hours/week
    42 + 10.1 related

    Schedule J breakdown matched by us

    Base
    $205,432
    Bonus
    $8,679
    Other
    $414
    Deferred
    $17,821
    Nontaxable benefits
    $18,446
    Filer's total
    $250,792

  • SUSAN C DRABIC

    PRESIDENT AND CEO (RETIRED 9/30/23)

    Total calculated
    $391,148
    From this org
    $365,516
    From related orgs
    $0
    Other
    $25,632
    Hours/week
    50 + 2.1 related

    Schedule J breakdown matched by us

    Base
    $253,720
    Bonus
    $105,855
    Other
    $5,941
    Deferred
    $22,875
    Nontaxable benefits
    $2,757
    Filer's total
    $391,148

  • J DAVID SWARTLEY

    CEO

    Total calculated
    $281,416
    From this org
    $263,190
    From related orgs
    $0
    Other
    $18,226
    Hours/week
    22.5 + 22.5 related

    Schedule J breakdown matched by us

    Base
    $263,190
    Bonus
    $0
    Other
    $0
    Deferred
    $6,616
    Nontaxable benefits
    $11,610
    Filer's total
    $281,416

  • SUSAN CAPOBIANCO

    EXECUTIVE DIRECTOR

    Total calculated
    $197,583
    From this org
    $177,461
    From related orgs
    $0
    Other
    $20,122
    Hours/week
    50 + 2.1 related

    Schedule J breakdown matched by us

    Base
    $168,930
    Bonus
    $7,604
    Other
    $927
    Deferred
    $13,930
    Nontaxable benefits
    $6,192
    Filer's total
    $197,583

  • BRYNN LEE

    CHIEF HR OFFICER

    Total calculated
    $170,035
    From this org
    $155,579
    From related orgs
    $0
    Other
    $14,456
    Hours/week
    42 + 8 related

    Schedule J breakdown matched by us

    Base
    $149,240
    Bonus
    $6,060
    Other
    $279
    Deferred
    $11,281
    Nontaxable benefits
    $3,175
    Filer's total
    $170,035

  • NANCY BULLIVANT

    SR. DIR. OF HEALTH AND WELLNESS, NHA

    Total calculated
    $207,074
    From this org
    $191,202
    From related orgs
    $0
    Other
    $15,872
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $190,240
    Bonus
    $200
    Other
    $762
    Deferred
    $11,221
    Nontaxable benefits
    $4,651
    Filer's total
    $207,074

  • MONICA BUSTAMANTE

    SR. DIRECTOR OF IT

    Total calculated
    $180,816
    From this org
    $154,592
    From related orgs
    $0
    Other
    $26,224
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $147,407
    Bonus
    $6,659
    Other
    $526
    Deferred
    $12,382
    Nontaxable benefits
    $13,842
    Filer's total
    $180,816

  • JEANNE MORRIS FRIED

    MANAGER OF THERAPY

    Total calculated
    $113,239
    From this org
    $108,712
    From related orgs
    $0
    Other
    $4,527
    Hours/week
    40

  • MATTHEW P MATEJCEK

    SR. DIR. OF ENVIRONMENTAL SERVICES

    Total calculated
    $128,145
    From this org
    $108,238
    From related orgs
    $0
    Other
    $19,907
    Hours/week
    40

  • ALICE DONLAN

    DIRECTOR OF THERAPY, ASST NHA

    Total calculated
    $157,141
    From this org
    $135,849
    From related orgs
    $0
    Other
    $21,292
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $134,738
    Bonus
    $349
    Other
    $762
    Deferred
    $10,807
    Nontaxable benefits
    $10,485
    Filer's total
    $157,141

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 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
MORNINGSTAR SENIOR LIVING, INC. SPONSORS THE MORNINGSTAR SENIOR LIVING 457(B) PLAN WHICH IS A NONQUALIFIED, NON-ERISA, ELIGIBLE DEFERRED COMPENSATION PLAN WITHIN THE MEANING OF CODE SECTION 457(B). THE PLAN PROVIDES FOR ELECTIVE EMPLOYEE CONTRIBUTIONS THROUGH SALARY DEFERRALS, COMPANY CONTRIBUTIONS, AND ROLLOVER CONTRIBUTIONS. ELIGIBLE PARTICIPANTS IN THE PLAN INCLUDE THE PRESIDENT & CEO, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, AND CHIEF INFORMATION OFFICER. THERE WERE NO COMPANY CONTRIBUTIONS MADE TO THE PLAN DURING YEAR ENDED DECEMBER 31, 2023.
PART I, LINE 7
AS PART OF THE ANNUAL PERFORMANCE REVIEW PROCESS OF THE PRESIDENT AND CEO, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, AT ITS DISCRETION, MAY APPROVE THE PAYMENT OF AN ANNUAL BONUS BASED ON THE OVERALL PERFORMANCE OF THE PRESIDENT AND CEO COMPARED TO THE STRATEGIC AND OPERATING GOALS OF THE COMMUNITY. THE PRESIDENT AND CEO, AT HER DISCRETION, MAY APPROVE THE PAYMENT OF AN ANNUAL BONUS FOR CERTAIN MEMBERS OF THE COMMUNITY'S MANAGEMENT TEAM BASED ON THE PERFORMANCE OF THOSE PERSONS COMPARED TO INDIVIDUAL GOALS. CERTAIN EXECUTIVES ARE PARTICIPANTS IN THE ORGANIZATION'S DEFINED CONTRIBUTION RETIREMENT PLAN. IF THE EMPLOYER CONTRIBUTIONS EXCEED THE LIMIT OF THE NONDISCRIMATORY RULES OF THE PLAN, THE OVERAGE IS PAID AS A BONUS IN THE FOLLOWING YEAR.

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
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202443209349307359

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