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Nonprofiteer
← COVENANT LIVING SERVICES

Form 990 for tax year 2022

Filed by COVENANT LIVING SERVICES.

Totals

Total revenue
$1,405,472
Total expenses
$1,136,563
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$921,107
Management and general expenses
$215,456
Fundraising expenses
$0
Program service expenses (Part III)
$921,107

Program services were 81.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • TERRI S CUNLIFFE

    DIRECTOR/CLCS PRESIDENT/CEO

    Total calculated
    $969,233
    From this org
    $0
    From related orgs
    $934,218
    Other
    $35,015
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $572,627 related
    Bonus
    $0 + $184,727 related
    Other
    $0 + $176,864 related
    Deferred
    $0 + $9,150 related
    Nontaxable benefits
    $0 + $25,982 related
    Filer's total
    $0 + $969,350 related

  • JAY HIBBARD

    SR. VP OF MARKETING

    Total calculated
    $615,209
    From this org
    $0
    From related orgs
    $529,541
    Other
    $85,668
    Hours/week
    22.5 + 22.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $350,683 related
    Bonus
    $0 + $87,000 related
    Other
    $0 + $91,858 related
    Deferred
    $0 + $55,680 related
    Nontaxable benefits
    $0 + $37,248 related
    Filer's total
    $0 + $622,469 related

  • FRAN PALMA

    SR. VP OF MARKETING

    Total calculated
    $553,022
    From this org
    $0
    From related orgs
    $479,009
    Other
    $74,013
    Hours/week
    22.5 + 22.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $252,566 related
    Bonus
    $0 + $111,228 related
    Other
    $0 + $115,215 related
    Deferred
    $0 + $46,625 related
    Nontaxable benefits
    $0 + $33,362 related
    Filer's total
    $0 + $558,996 related

  • JEAN E JUSTIE

    CFO/TREASURER/ASST SECRETARY

    Total calculated
    $492,891
    From this org
    $0
    From related orgs
    $410,044
    Other
    $82,847
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $289,279 related
    Bonus
    $0 + $58,752 related
    Other
    $0 + $62,013 related
    Deferred
    $0 + $48,359 related
    Nontaxable benefits
    $0 + $42,790 related
    Filer's total
    $0 + $501,193 related

  • DAVID G ERICKSON

    SR VP & GEN COUNSEL/ASST SECRETARY

    Total calculated
    $491,537
    From this org
    $0
    From related orgs
    $388,258
    Other
    $103,279
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $329,475 related
    Bonus
    $0
    Other
    $0 + $58,783 related
    Deferred
    $0 + $69,031 related
    Nontaxable benefits
    $0 + $40,985 related
    Filer's total
    $0 + $498,274 related

  • WILLIAM RABE

    SR VP ENTERPRISE OPS/ASST SECRETARY

    Total calculated
    $471,649
    From this org
    $0
    From related orgs
    $414,211
    Other
    $57,438
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $268,100 related
    Bonus
    $0 + $62,715 related
    Other
    $0 + $83,396 related
    Deferred
    $0 + $44,342 related
    Nontaxable benefits
    $0 + $18,757 related
    Filer's total
    $0 + $477,310 related

  • AMY LACROIX

    FORMER SVP COMMUNITY OPS

    Total calculated
    $397,970
    From this org
    $0
    From related orgs
    $348,336
    Other
    $49,634
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $229,927 related
    Bonus
    $0 + $55,080 related
    Other
    $0 + $63,329 related
    Deferred
    $0 + $35,170 related
    Nontaxable benefits
    $0 + $20,269 related
    Filer's total
    $0 + $403,775 related

  • TODD SLECHTA

    DIRECTOR/ EX-OFFICIO

    Total calculated
    $336,198
    From this org
    $0
    From related orgs
    $288,273
    Other
    $47,925
    Hours/week
    0.1 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $240,108 related
    Bonus
    $0 + $17,175 related
    Other
    $0 + $30,990 related
    Deferred
    $0 + $24,368 related
    Nontaxable benefits
    $0 + $24,636 related
    Filer's total
    $0 + $337,277 related

  • TANDERIA BROWN

    SVP OF HUMAN RESOURCES

    Total calculated
    $272,415
    From this org
    $0
    From related orgs
    $224,975
    Other
    $47,440
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $194,086 related
    Bonus
    $0
    Other
    $0 + $30,889 related
    Deferred
    $0 + $29,447 related
    Nontaxable benefits
    $0 + $18,019 related
    Filer's total
    $0 + $272,441 related

  • CORY STERN

    FORMER INTERIM FINANCE LEAD/TREAS.

    Total calculated
    $257,294
    From this org
    $0
    From related orgs
    $226,287
    Other
    $31,007
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $150,599 related
    Bonus
    $0 + $15,548 related
    Other
    $0 + $60,140 related
    Deferred
    $0 + $22,098 related
    Nontaxable benefits
    $0 + $9,215 related
    Filer's total
    $0 + $257,600 related

  • TAMMY SWANSON-DRAHEIM

    DIRECTOR/ EX-OFFICIO

    Total calculated
    $108,160
    From this org
    $0
    From related orgs
    $62,214
    Other
    $45,946
    Hours/week
    0.1 + 42 related

  • EMILY WARNYGORA

    ASSISTANT SECRETARY

    Total calculated
    $98,313
    From this org
    $0
    From related orgs
    $92,734
    Other
    $5,579
    Hours/week
    1 + 59 related

  • JAY PRINCE

    SVP, COMMUNITY OPS/ASST SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 59 related

  • JANET CREANEY

    DIRECTOR/ CHAIR

    Total calculated
    $0
    Hours/week
    0.1 + 2 related

  • LORENE FLEWELLEN

    DIRECTOR/ VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.1 + 2 related

  • JANET GOELZ HOFFMAN

    DIRECTOR/ SECRETARY

    Total calculated
    $0
    Hours/week
    0.1 + 2 related

  • SARAH BENTLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 2 related

  • KATHY BUETTNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 2 related

  • PAMELA CHRISTENSEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 2 related

  • ARTHUR DEROOY

    DIRECTOR/ EX-OFFICIO

    Total calculated
    $0
    Hours/week
    0.1 + 2 related

  • JOHN FREDRICKSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 2 related

  • KURT KINCANON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 2 related

  • ROBERT MARTIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 2 related

  • JENNIFER MEANS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 2 related

  • LOANN PETERSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 2 related

  • SUSAN POSTON

    DIRECTOR/ EX-OFFICIO

    Total calculated
    $0
    Hours/week
    0.1 + 2 related

  • DIXIE REPPE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 2 related

  • ANDREW VANOVER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 2 related

  • MARY PALMER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 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

  • 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 3
SEE SCHEDULE O EXPLANATION FOR FORM 990 PART VI SECTION B LINE 15 FOR THE METHODS USED TO DETERMINE CEO COMPENSATION. THE REVIEW AND APPROVAL PROCESS IS DESIGNED TO SATISFY AND QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE INTERNAL REVENUE CODE SECTION 4958.
PART I, LINE 4B
EXECUTIVE BENEFIT PLAN: COVENANT MINISTRIES OF BENEVOLENCE (CMB), A RELATED ORGANIZATION, PROVIDES CERTAIN SUPPLEMENTAL RETIREMENT BENEFITS TO ITS OFFICERS AND KEY EMPLOYEES. THESE BENEFITS ARE PROVIDED THROUGH A NONQUALIFIED DEFERRED COMPENSATION PLAN, UNDER WHICH A PORTION OF THE BENEFITS BEING EARNED ARE SUBJECT TO A "SUBSTANTIAL RISK OF FORFEITURE." THE SUPPLEMENTAL RETIREMENT BENEFITS ARE STRUCTURED TO PROVIDE A RETENTION INCENTIVE THAT HAS BEEN DETERMINED BY THE EXECUTIVE COMPENSATION COMMITTEE OF CMB'S BOARD ("COMMITTEE") TO BE OF SUBSTANTIAL VALUE TO THE ORGANIZATION. THE COMMITTEE APPROVES ALL RETIREMENT BENEFITS, TOGETHER WITH ALL OTHER FORMS OF COMPENSATION AND BENEFITS FOR THESE AND OTHER EXECUTIVES, IN A MANNER INTENDED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE INTERMEDIATE SANCTIONS RULES OF FEDERAL INCOME TAX LAW. THE FOLLOWING ARE PARTICIPANTS IN THE PLAN: TERRI CUNLIFFE DAVID ERICKSON WILLIAM RABE CORY STERN JEAN JUSTIE AMY LACROIX FRAN PALMA JAY HIBBARD TODD SLECHTA TANDERIA BROWN IN 2022, THESE INDIVIDUALS VESTED IN THE PLAN IN THE FOLLOWING AMOUNTS: TERRI CUNLIFFE - $112,308 CORY STERN - $14,048 DAVID ERICKSON - $32,820 JAY HIBBARD - $47,392 WILLIAM RABE - $26,335 FRAN PALMA - $42,270 IN 2022, THESE INDIVIDUALS RECEIVED DISTRIBUTIONS FROM THE PLAN IN THE FOLLOWING AMOUNTS: DAVID ERICKSON - $12,779
PART I, LINE 7
THE FOLLOWING APPLIES TO CERTAIN INDIVIDUALS LISTED ON PART VII WHOSE COMPENSATION IS PAID FROM RELATED ORGANIZATIONS: THE EXECUTIVE COMPENSATION COMMITTEE (OF CMB'S BOARD) FOLLOWS A PRESCRIBED METHOD FOR CALCULATING INCENTIVE COMPENSATION AWARDS. THE CALCULATION IS BASED ON MEASURABLE TARGETS DETERMINED AT THE BEGINNING OF THE YEAR. THE COMMITTEE HAS THE ABILITY TO ADJUST THE DOLLAR VALUE OF THE CALCULATED AWARDS BY UP TO 10%. THE ADJUSTMENT CAN BE AN UPWARD OR DOWNWARD ADJUSTMENT BASED ON VARIOUS PERFORMANCE FACTORS OR ON FACTORS THAT WILL ASSURE THAT FINAL INCENTIVE COMPENSATION AWARDS ARE IN THE BEST INTEREST OF THE ORGANIZATION AND APPROPRIATELY REFLECT THE PERFORMANCE OF THE ORGANIZATION. REFER TO ADDITIONAL INFORMATION ON THE COMMITTEE INCLUDED IN SCHEDULE O.
PART II, COLUMN B (II):
BONUS AND INCENTIVE COMPENSATION - CERTAIN KEY PERSONS EMPLOYED BY COVENANT LIVING AND CMB ARE ELIGIBLE FOR INCENTIVE COMPENSATION AS DETERMINED BY THE EXECUTIVE COMPENSATION COMMITTEE OF EITHER THE COVENANT LIVING OR CMB'S BOARD BASED ON WHERE THESE INDIVIDUALS ARE EMPLOYED. INCENTIVES RELATED TO THE ACHIEVEMENT OF TARGETS FOR THE TWELVE MONTHS ENDED 9/30/21 WERE PAID OUT IN 2022 FOR CLCS AND RELATED ENTITIES. INCENTIVES RELATED TO CMB'S ACHIEVEMENT OF TARGETS FOR THE TWELVE-MONTHS ENDED 9/30/22 WERE PAID OUT IN 2022.
PART II, COLUMN D:
NONTAXABLE BENEFITS INCLUDE HEALTH INSURANCE PREMIUMS PAID BY THE EMPLOYER AND EMPLOYEE.

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
31 July 2024
IRS schema version
2022v5.0
Source object
202402139349301425

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

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