Skip to content
Nonprofiteer
← TRADITIONS AT WORTHINGTON

Form 990 for tax year 2024

Filed by TRADITIONS AT WORTHINGTON.

Totals

Total revenue
$2,549,574
Total expenses
$3,657,150
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$2,549,574
Investment income
$0
Other revenue
$0
Total assets, end of year
$27,800,974
Total liabilities, end of year
$23,822,550
Net assets or fund balances, end of year
$3,978,424
Program services expenses (Part IX)
$3,146,150
Management and general expenses
$511,000
Fundraising expenses
$0
Program service expenses (Part III)
$3,146,150

Program services were 86.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: PROGRAM REVENUE

    total $2,549,574 · related or exempt $2,549,574

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $321,192 · program services $161,836 · management and general $159,356

  • 8 · Pension plan contributions

    total $15,965 · program services $8,044 · management and general $7,921

  • 9 · Other employee benefits

    total $63,169 · program services $31,798 · management and general $31,371

  • 10 · Payroll taxes

    total $24,596 · program services $12,423 · management and general $12,173

  • 11a · Fees: management

    total $127,479 · management and general $127,479

  • 11b · Fees: legal

    total $1,960 · management and general $1,960

  • 11c · Fees: accounting

    total $9,050 · management and general $9,050

  • 11g · Fees: other

    total $319,991 · program services $318,609 · management and general $1,382

  • 12 · Advertising and promotion

    total $92,560 · management and general $92,560

  • 13 · Office expenses

    total $11,632 · program services $145 · management and general $11,487

  • 14 · Information technology

    total $59,478 · program services $29,993 · management and general $29,485

  • 16 · Occupancy

    total $497,450 · program services $495,398 · management and general $2,052

  • 17 · Travel

    total $304 · management and general $304

  • 20 · Interest

    total $1,193,857 · program services $1,181,918 · management and general $11,939

  • 22 · Depreciation, depletion and amortization

    total $743,617 · program services $736,633 · management and general $6,984

  • 23 · Insurance

    total $22,100 · program services $21,879 · management and general $221

  • 24a · Other expenses: SUPPLIES

    total $147,123 · program services $147,123

  • 24b · Other expenses: BAD DEBT

    total $5,004 · management and general $5,004

  • 24e · All other expenses

    total $623 · program services $351 · management and general $272

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $757,488 · end of year $631,872

  • 2 · Savings and temporary cash investments

    beginning of year $1,064,013

  • 4 · Accounts receivable

    beginning of year $16,087 · end of year $7,440

  • 9 · Prepaid expenses and deferred charges

    end of year $4,706

  • 10a · Land, buildings and equipment: cost or other basis

    $28,228,101

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,071,145

  • 10c · Land, buildings and equipment, net

    beginning of year $25,622,978 · end of year $27,156,956

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,262,268 · end of year $483,185

  • 19 · Deferred revenue

    beginning of year $10,721 · end of year $14,436

  • 20 · Tax-exempt bond liabilities

    beginning of year $21,064,020 · end of year $23,241,287

  • 25 · Other liabilities

    beginning of year $37,557 · end of year $83,642

  • 27 · Net assets without donor restrictions

    beginning of year $5,086,000 · end of year $3,978,424

Mission and programs · 2024

Mission

ORIGINATING FROM A CHRISTIAN COMMITMENT OF SERVICE, WE PROVIDE HIGH QUALITY CARE, SERVICES AND COMMUNITIES FOR SENIORS.

Activities or mission (Part I)

ORIGINATING FROM A CHRISTIAN COMMITMENT OF SERVICE, WE PROVIDE HIGH QUALITY CARE, SERVICES AND COMMUNITIES.

  • TRADATIONS AT WORTHINGTON (DBA THE HARTFORD AT STAFFORD VILLAGE) (STAFFORD VILLAGE) OPERATED A SENIOR LIVING COMMUNITY CONSISTING OF 86 INDEPENDENT LIVING UNITS IN WORTHINGTON, OHIO. STAFFORD VILLAGE BEGAN OPERATING IN JUNE 2023, AND IS CURRENTLY IN THE FILL-UP PHASE OF THE COMMUNITY.

    Expenses $3,146,150 · Revenue $2,549,574

As filed on the 2024 return.

Listed in Part VII

  • LINDSEY DEHRING

    TREASURER & CHAIR

    Total calculated
    $310,853
    From this org
    $0
    From related orgs
    $291,958
    Other
    $18,895
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $244,903 related
    Bonus
    $0 + $47,055 related
    Other
    $0
    Deferred
    $0 + $16,930 related
    Nontaxable benefits
    $0 + $1,965 related
    Filer's total
    $0 + $310,853 related

  • MATTHEW D RULE

    VICE PRESIDENT & DIRECTOR

    Total calculated
    $578,999
    From this org
    $0
    From related orgs
    $530,244
    Other
    $48,755
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $374,424 related
    Bonus
    $0 + $155,820 related
    Other
    $0
    Deferred
    $0 + $34,500 related
    Nontaxable benefits
    $0 + $14,255 related
    Filer's total
    $0 + $578,999 related

  • SONYA BROWN

    DIRECTOR

    Total calculated
    $482,173
    From this org
    $0
    From related orgs
    $438,172
    Other
    $44,001
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $337,615 related
    Bonus
    $0 + $100,547 related
    Other
    $0 + $10 related
    Deferred
    $0 + $34,500 related
    Nontaxable benefits
    $0 + $9,501 related
    Filer's total
    $0 + $482,173 related

  • BRIANNA METTLER

    PRESIDENT & DIRECTOR

    Total calculated
    $567,562
    From this org
    $0
    From related orgs
    $522,777
    Other
    $44,785
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $325,542 related
    Bonus
    $0 + $197,235 related
    Other
    $0
    Deferred
    $0 + $31,847 related
    Nontaxable benefits
    $0 + $12,938 related
    Filer's total
    $0 + $567,562 related

  • DENISE ANDERSON

    DIRECTOR

    Total calculated
    $257,895
    From this org
    $0
    From related orgs
    $239,214
    Other
    $18,681
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $202,369 related
    Bonus
    $0 + $36,845 related
    Other
    $0
    Deferred
    $0 + $17,212 related
    Nontaxable benefits
    $0 + $1,469 related
    Filer's total
    $0 + $257,895 related

  • ANNA JENKINS

    DIRECTOR

    Total calculated
    $234,122
    From this org
    $0
    From related orgs
    $199,765
    Other
    $34,357
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $161,925 related
    Bonus
    $0 + $37,782 related
    Other
    $0 + $58 related
    Deferred
    $0 + $19,971 related
    Nontaxable benefits
    $0 + $14,386 related
    Filer's total
    $0 + $234,122 related

  • PARKER STITZER

    DIRECTOR AT LARGE

    Total calculated
    $0
    Hours/week
    0.1 + 2 related

  • KELLI MEYUNG

    VICE PRESIDENT

    Total calculated
    $213,385
    From this org
    $0
    From related orgs
    $201,846
    Other
    $11,539
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $201,846 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $6,055 related
    Nontaxable benefits
    $0 + $5,484 related
    Filer's total
    $0 + $213,385 related

  • JULIE M WOOLLEY

    SECRETARY

    Total calculated
    $489,646
    From this org
    $0
    From related orgs
    $460,801
    Other
    $28,845
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $328,407 related
    Bonus
    $0 + $126,394 related
    Other
    $0 + $6,000 related
    Deferred
    $0 + $26,822 related
    Nontaxable benefits
    $0 + $2,023 related
    Filer's total
    $0 + $489,646 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, 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)

PART I, LINE 3
NATIONAL CHURCH RESIDENCES, A RELATED ORGANIZATION, ESTABLISHES THE TOP MANAGEMENT OFFICIAL'S COMPENSATION. THE FOLLOWING METHODS ARE USED BY NATIONAL CHURCH RESIDENCES TO ESTABLISH COMPENSATION LEVELS: COMPENSATION MARKET REVIEW, INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY BY THIRD PARTIES, APPROVAL BY THE BOARD COMMITTEE FOR CEO COMPENSATION.
PART I, LINE 4B
DURING THE CURRENT YEAR, NATIONAL CHURCH RESIDENCES, A RELATED ORGANIZATION, MADE CONTRIBUTIONS TO A 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN FOR THE FOLLOWING INDIVIDUALS LISTED ON PART VII OF THE FORM 990: LINDSEY DEHRING: $3,801 MATTHEW D. RULE: $21,539 SONYA BROWN: $17,540 BRIANNA METTLER: $13,180 DENISE ANDERSON: $6,091 ANNA JENKINS: $5,331 JULIE M. WOOLLEY: $12,334 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. WHEN CONTRIBUTIONS VEST THEY WILL BE REPORTED ON SCHEDULE J, PART II, COLUMN B(III).

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.

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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2024
Filed
12 November 2025
IRS schema version
2024v5.2
Source object
202543189349304109

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

The source document this was parsed from is served over the API, which is where bulk and document access live.