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Nonprofiteer
← REBECCA RESIDENCE

Form 990 for tax year 2023

Filed by REBECCA RESIDENCE.

Totals

Total revenue
$19,407,159
Total expenses
$16,571,807
Contributions and grants received
$595,013
Grants paid
$1,512,978
Program service revenue
$16,709,781
Investment income
$1,033,225
Other revenue
$1,069,140
Total assets, end of year
$62,947,375
Total liabilities, end of year
$30,728,837
Net assets or fund balances, end of year
$32,218,538
Program services expenses (Part IX)
$14,866,472
Management and general expenses
$1,695,825
Fundraising expenses
$9,510
Program service expenses (Part III)
$14,866,472

Program services were 89.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Keith Frndak

    Chair/President

    Total calculated
    $967,787
    From this org
    $0
    From related orgs
    $931,589
    Other
    $36,198
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $651,498 related
    Bonus
    $0 + $172,675 related
    Other
    $0 + $107,416 related
    Deferred
    $0 + $21,450 related
    Nontaxable benefits
    $0 + $14,748 related
    Filer's total
    $0 + $967,787 related

  • Brian Hortert

    Board Member

    Total calculated
    $508,899
    From this org
    $0
    From related orgs
    $470,530
    Other
    $38,369
    Hours/week
    3 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $392,631 related
    Bonus
    $0 + $47,175 related
    Other
    $0 + $30,724 related
    Deferred
    $0 + $21,450 related
    Nontaxable benefits
    $0 + $16,919 related
    Filer's total
    $0 + $508,899 related

  • Michael Falbo

    Secretary/Treasurer

    Total calculated
    $308,699
    From this org
    $0
    From related orgs
    $277,827
    Other
    $30,872
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $259,077 related
    Bonus
    $0 + $18,750 related
    Other
    $0
    Deferred
    $0 + $17,454 related
    Nontaxable benefits
    $0 + $13,418 related
    Filer's total
    $0 + $308,699 related

  • Phil Ricci

    Executive Director of Rebecca Residence

    Total calculated
    $165,860
    From this org
    $154,713
    From related orgs
    $0
    Other
    $11,147
    Hours/week
    42 + 2 related

    Schedule J breakdown matched by us

    Base
    $147,063
    Bonus
    $7,650
    Other
    $0
    Deferred
    $10,868
    Nontaxable benefits
    $278
    Filer's total
    $165,859

  • Rachelle Arnold

    Board Member

    Total calculated
    $151,796
    From this org
    $0
    From related orgs
    $138,923
    Other
    $12,873
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $130,948 related
    Bonus
    $0 + $7,975 related
    Other
    $0
    Deferred
    $0 + $5,603 related
    Nontaxable benefits
    $0 + $7,270 related
    Filer's total
    $0 + $151,796 related

  • Irene Payne

    RN

    Total calculated
    $147,048
    From this org
    $125,009
    From related orgs
    $0
    Other
    $22,039
    Hours/week
    45

  • Karen Beilstein

    Board Member

    Total calculated
    $141,619
    From this org
    $0
    From related orgs
    $128,164
    Other
    $13,455
    Hours/week
    1 + 44 related

  • Patricia Seneca

    LPN

    Total calculated
    $137,381
    From this org
    $131,456
    From related orgs
    $0
    Other
    $5,925
    Hours/week
    45

  • Connor Hagey

    Board Member

    Total calculated
    $124,112
    From this org
    $0
    From related orgs
    $103,477
    Other
    $20,635
    Hours/week
    1 + 44 related

  • Alicia Miller

    CNA

    Total calculated
    $119,206
    From this org
    $116,855
    From related orgs
    $0
    Other
    $2,351
    Hours/week
    45

  • Casey Platt

    Director of Therapy

    Total calculated
    $109,003
    From this org
    $102,087
    From related orgs
    $0
    Other
    $6,916
    Hours/week
    45

  • Missy Unkovic

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Susan Creighton

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Donna Heintz

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Gail Holzer

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Beatrice Lynch

    Board Member

    Total calculated
    $0
    Hours/week
    1

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

  • 4b · Supplemental nonqualified retirement plan

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 3
The Executive Director/Administrator salary is reviewed on an annual basis, most recently January 2023. The organization participates in various state and national industry-specific surveys. Results of the surveys are used to measure the salaries of key employees.
Schedule J, Part I, Line 4
Rebecca Residence participates in a non-qualified 457 deferred compensation plan for certain highly compensated employees. The Concordia Lutheran Ministries (EIN 20-5138278) Board of Directors and CEO approve all participants who are enrolled in the plan. Contributions are deferred and will fully vest in five years. Once disbursed, contributions will appear in Box 5 of the participant's W-2. In the calendar year 2022 the following participants were enrolled in the plan: Keith Frndak, Brian Hortert, Michael Falbo, Karen Beilstein, and Rachelle Arnold.

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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
6 May 2025
IRS schema version
2023v6.0
Source object
202501269349302120

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