Form 990 for tax year 2023
Filed by MARGARET WAGNER APARTMENTS INC.
Totals
- Total revenue
- $217,943
- Total expenses
- $179,400
- Contributions and grants received
- $0
- Grants paid
- $0
- Program services expenses (Part IX)
- $169,413
- Management and general expenses
- $9,987
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $169,413
Program services were 94.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
ORION H BELL IV
PRESIDENT & CEO
- Total calculated
- $342,411
- From this org
- $0
- From related orgs
- $312,974
- Other
- $29,437
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $312,974 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $14,443 related
- Nontaxable benefits
- $0 + $14,994 related
- Filer's total
- $0 + $342,411 related
-
MARY MARITA
SR VP & COO
- Total calculated
- $200,011
- From this org
- $0
- From related orgs
- $175,090
- Other
- $24,921
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $175,090 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $9,293 related
- Nontaxable benefits
- $0 + $15,628 related
- Filer's total
- $0 + $200,011 related
-
JANICE BRENNAN
SR. VP & CFO
- Total calculated
- $189,994
- From this org
- $0
- From related orgs
- $170,274
- Other
- $19,720
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $170,274 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $8,605 related
- Nontaxable benefits
- $0 + $11,115 related
- Filer's total
- $0 + $189,994 related
-
BETH SIPPLE
BOARD MEMBER
- Total calculated
- $107,170
- From this org
- $0
- From related orgs
- $93,248
- Other
- $13,922
- Hours/week
- 1 + 39 related
-
PATRICIA R FRUTIG JD
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
CONNIE HILL-JOHNSON
SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
LORI LOZIER MSSA LISW-S LNHA
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 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
- 1a · Health or social club dues or initiation fees
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 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
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.
-
BENJAMIN ROSE INSTITUTE ON AGING
501(c)(3) · ELDERLY care · OH
Directly controlled by NA
-
MARGARET WAGNER APARTMENTS II INC
501(c)(3) · LOW INC HOUSE · OH
Directly controlled by NA
-
SETTING PRIORITIES FOR RETIREMENT YEARS
501(C)(3) · SUPPORT & EDU · DC
Directly controlled by NA
-
EMPOWERING AND STRENGTHENING OHIO'S PEOP
501(C)(3) · FIN. ASSIST. · OH
Directly controlled by NA
-
Eldercare Services Institute LLC
501(C)(3) · elderly care · OH
Directly controlled by Benj Rose
-
Rose Centers for Aging Well LLC
501(C)(3) · social svcs · OH
Directly controlled by benj rose
-
501(C)3 · housing assis · OH
Directly controlled by na
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433189349302868
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