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Nonprofiteer
← NATIONAL CHURCH RESIDENCES

Form 990 for tax year 2023

Filed by NATIONAL CHURCH RESIDENCES.

Totals

Total revenue
$116,051,744
Total expenses
$117,603,253
Contributions and grants received
$18,797,104
Grants paid
$1,742,623
Program service revenue
$93,284,242
Investment income
$1,305,089
Other revenue
$2,665,309
Total assets, end of year
$216,090,608
Total liabilities, end of year
$55,468,784
Net assets or fund balances, end of year
$160,621,824
Program services expenses (Part IX)
$83,197,006
Management and general expenses
$33,667,634
Fundraising expenses
$738,613
Program service expenses (Part III)
$83,197,006

Program services were 70.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • GREG OVERMYER

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • GINNY BARNEY

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • PETER VOGEL

    DIRECTOR, PAST CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • JANET SMITH MEEKS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • PETER PAVARINI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • JENNIFER SPALDING

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • TIMOTHY DONEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • LORI KAISER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JASON LAWSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • GEOFF BIEHN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • FLOYD JONES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • ROBERT MALONEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • GREG COMFORT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • ALTHEA BROUGHTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • TINGTING LI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • LARRY CROWELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • SEAN DE FOUR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • ERVAN RODGERS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JAMI DEWOLF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • SANDRA BRUMMITT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • KIM ZAVISLAK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • MARK RICKETTS

    EVP, PAST CEO - THRU 6/30/24

    Total calculated
    $1,081,326
    From this org
    $1,034,281
    From related orgs
    $0
    Other
    $47,045
    Hours/week
    49 + 1 related

    Schedule J breakdown matched by us

    Base
    $622,004
    Bonus
    $411,473
    Other
    $804
    Deferred
    $33,000
    Nontaxable benefits
    $14,045
    Filer's total
    $1,081,326

  • SUSAN DIMICKELE

    PRESIDENT, CEO

    Total calculated
    $653,210
    From this org
    $607,577
    From related orgs
    $0
    Other
    $45,633
    Hours/week
    36 + 14 related

    Schedule J breakdown matched by us

    Base
    $493,327
    Bonus
    $108,250
    Other
    $6,000
    Deferred
    $26,400
    Nontaxable benefits
    $19,233
    Filer's total
    $653,210

  • STEPHANIE ARDEN

    SVP CHIEF HR - PART YEAR

    Total calculated
    $580,045
    From this org
    $559,326
    From related orgs
    $0
    Other
    $20,719
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $208,491
    Bonus
    $346,335
    Other
    $4,500
    Deferred
    $13,161
    Nontaxable benefits
    $7,558
    Filer's total
    $580,045

  • ROBERT WALTER

    EVP, CFO/TREASURER

    Total calculated
    $554,329
    From this org
    $517,229
    From related orgs
    $0
    Other
    $37,100
    Hours/week
    32 + 18 related

    Schedule J breakdown matched by us

    Base
    $385,303
    Bonus
    $125,926
    Other
    $6,000
    Deferred
    $19,800
    Nontaxable benefits
    $17,300
    Filer's total
    $554,329

  • MATTHEW RULE

    SVP OF HOUSING DEVELOPMENT

    Total calculated
    $526,335
    From this org
    $479,934
    From related orgs
    $0
    Other
    $46,401
    Hours/week
    34 + 16 related

    Schedule J breakdown matched by us

    Base
    $354,038
    Bonus
    $124,600
    Other
    $1,296
    Deferred
    $33,000
    Nontaxable benefits
    $13,401
    Filer's total
    $526,335

  • STEVE BODKIN

    EVP, PAST COO - PART YEAR

    Total calculated
    $506,910
    From this org
    $455,269
    From related orgs
    $0
    Other
    $51,641
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $367,500
    Bonus
    $87,281
    Other
    $488
    Deferred
    $33,000
    Nontaxable benefits
    $18,641
    Filer's total
    $506,910

  • JULIE WOOLLEY

    GENERAL COUNSEL, HC/AHMS SECRETARY

    Total calculated
    $441,510
    From this org
    $413,137
    From related orgs
    $0
    Other
    $28,373
    Hours/week
    44 + 6 related

    Schedule J breakdown matched by us

    Base
    $304,037
    Bonus
    $107,100
    Other
    $2,000
    Deferred
    $26,400
    Nontaxable benefits
    $1,973
    Filer's total
    $441,510

  • SONYA BROWN

    SVP HOUSING COO/AHMS PRESIDENT

    Total calculated
    $432,021
    From this org
    $388,565
    From related orgs
    $0
    Other
    $43,456
    Hours/week
    34 + 16 related

    Schedule J breakdown matched by us

    Base
    $303,172
    Bonus
    $84,000
    Other
    $1,393
    Deferred
    $33,000
    Nontaxable benefits
    $10,456
    Filer's total
    $432,021

  • BRIANNA METTLER

    SVP SR LIVING & SERVICES, VP OF HC

    Total calculated
    $333,248
    From this org
    $293,543
    From related orgs
    $0
    Other
    $39,705
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $234,846
    Bonus
    $58,050
    Other
    $647
    Deferred
    $29,290
    Nontaxable benefits
    $10,415
    Filer's total
    $333,248

  • MICHELLE NORRIS

    EVP, EXTERNAL AFFAIRS - PART YEAR

    Total calculated
    $325,900
    From this org
    $289,715
    From related orgs
    $0
    Other
    $36,185
    Hours/week
    43.5 + 6.5 related

    Schedule J breakdown matched by us

    Base
    $270,000
    Bonus
    $15,795
    Other
    $3,920
    Deferred
    $24,675
    Nontaxable benefits
    $11,510
    Filer's total
    $325,900

  • JULIA FRATIANNE

    VP ACCOUNTING AFFORD HSG

    Total calculated
    $309,472
    From this org
    $264,719
    From related orgs
    $0
    Other
    $44,753
    Hours/week
    48 + 2 related

    Schedule J breakdown matched by us

    Base
    $226,694
    Bonus
    $38,025
    Other
    $0
    Deferred
    $26,559
    Nontaxable benefits
    $18,194
    Filer's total
    $309,472

  • JILL KOLB

    VP OF HSG ACCOUNTING/AHMS TREASURER

    Total calculated
    $285,989
    From this org
    $243,539
    From related orgs
    $0
    Other
    $42,450
    Hours/week
    48.5 + 1.5 related

    Schedule J breakdown matched by us

    Base
    $207,706
    Bonus
    $35,833
    Other
    $0
    Deferred
    $24,354
    Nontaxable benefits
    $18,096
    Filer's total
    $285,989

  • ADAM AXCELL

    SVP CHIEF STRATEGY & GROWTH OFFICER

    Total calculated
    $0
    Hours/week
    40

  • TARA ASCHENBRAND

    SVP CHRO

    Total calculated
    $0
    Hours/week
    40

  • ERIC WALKER

    VP OF AFFORDABLE HOUSING

    Total calculated
    $296,526
    From this org
    $258,312
    From related orgs
    $0
    Other
    $38,214
    Hours/week
    35 + 15 related

    Schedule J breakdown matched by us

    Base
    $205,782
    Bonus
    $52,530
    Other
    $0
    Deferred
    $25,831
    Nontaxable benefits
    $12,383
    Filer's total
    $296,526

  • DAMITA BROWN

    CHIEF DIVERSITY OFFICER

    Total calculated
    $286,892
    From this org
    $265,321
    From related orgs
    $0
    Other
    $21,571
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $228,808
    Bonus
    $36,513
    Other
    $0
    Deferred
    $13,266
    Nontaxable benefits
    $8,305
    Filer's total
    $286,892

  • LINDSEY DEHRING

    VP OF FIN. PLANNING

    Total calculated
    $269,361
    From this org
    $253,399
    From related orgs
    $0
    Other
    $15,962
    Hours/week
    39.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $216,384
    Bonus
    $37,015
    Other
    $0
    Deferred
    $14,405
    Nontaxable benefits
    $1,557
    Filer's total
    $269,361

  • JACOB SWINT

    VP OF STRATEGIC GROWTH & OPERATIONS

    Total calculated
    $264,901
    From this org
    $248,839
    From related orgs
    $0
    Other
    $16,062
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $202,662
    Bonus
    $46,177
    Other
    $0
    Deferred
    $14,931
    Nontaxable benefits
    $1,131
    Filer's total
    $264,901

  • JASON GAULDEN

    VP OF CONSTRUCTION

    Total calculated
    $252,381
    From this org
    $226,430
    From related orgs
    $0
    Other
    $25,951
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $187,383
    Bonus
    $39,047
    Other
    $0
    Deferred
    $13,586
    Nontaxable benefits
    $12,365
    Filer's total
    $252,381

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

  • 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
  • 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)

PART I, LINE 4B
DURING THE CURRENT YEAR, NATIONAL CHURCH RESIDENCES, MADE CONTRIBUTIONS TO A 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN FOR THE FOLLOWING INDIVIDUALS LISTED ON PART VII OF THE FORM 990: BRIANNA METTLER: $9,866 ERIC WALKER: $10,366 JACOB SWINT: $3,108 JILL KOLB: $6,323 JULIA FRATIANNE: $11,561 JULIE WOOLLEY: $4,063 LINDSEY DEHRING: $3,171 MARK RICKETTS: $67,990 MATTHEW RULE: $19,739 MICHELLE NORRIS: $65,575 SONYA BROWN: $13,732 STEPHANIE ARDEN: $4,924 STEVEN BODKIN: $21,307 SUSAN DIMICKELE: $15,521 THE 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN IS AVAILABLE TO KEY EMPLOYEES OF THE ORGANIZATION, AS DEFINED BY THE ORGANIZATION AND NOT PART VII OF THE FORM 990. THE 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN WILL VEST UPON TRIGGERING SEVERANCE WITH THE ORGANIZATION. TRIGGERING SEVERANCE, AS DEFINED IN THE PLAN DOCUMENT, MEANS A PARTICIPANT'S SEVERANCE OF SERVICE, (1) AT ANY TIME ON OR AFTER THE PARTICIPANT'S ENTITLEMENT DATE OR (2) IF EARLIER, (A) BECAUSE OF DEATH OR DISABILITY, (B) BY THE EMPLOYER FOR REASONS OTHER THAN CAUSE, OR (C) BY THE PARTICIPANT FOR GOOD REASON. FOR THIS PURPOSE, SEVERANCE OF SERVICE SHALL BE CONSTRUED CONSISTENTLY WITH THE DEFINITION OF SEPARATION OF SERVICE UNDER CODE SECTION 409A.

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
7 April 2025
IRS schema version
2023v6.0
Source object
202541089349301539

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