Totals
- Total revenue
- $94,728,417
- Total expenses
- $96,565,585
- Contributions and grants received
- $1,320,881
- Grants paid
- $236,559
- Program service revenue
- $92,235,695
- Investment income
- $858,610
- Other revenue
- $313,231
- Total assets, end of year
- $424,758,841
- Total liabilities, end of year
- $519,183,231
- Net assets or fund balances, end of year
- -$94,424,390
- Program services expenses (Part IX)
- $80,800,337
- Management and general expenses
- $15,592,879
- Fundraising expenses
- $172,369
- Program service expenses (Part III)
- $80,800,337
Program services were 83.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
BARBARA C BISGAIER
CHAIR & PRESIDENT
- Total calculated
- $110,000
- From this org
- $0
- From related orgs
- $110,000
- Other
- $0
- Hours/week
- 0.6 + 8.3 related
-
STEPHANIE L REEL
DIRECTOR/VC & VP (THRU 3/31/24)
- Total calculated
- $150,000
- From this org
- $0
- From related orgs
- $150,000
- Other
- $0
- Hours/week
- 0.1 + 13.9 related
-
MARY D COLINS
SECRETARY
- Total calculated
- $150,000
- From this org
- $0
- From related orgs
- $150,000
- Other
- $0
- Hours/week
- 0.1 + 12 related
-
EILEEN G ERSTAD
TREASURER
- Total calculated
- $140,000
- From this org
- $0
- From related orgs
- $140,000
- Other
- $0
- Hours/week
- 0.1 + 21.2 related
-
PATRICIA M BROWN
DIRECTOR
- Total calculated
- $90,000
- From this org
- $0
- From related orgs
- $90,000
- Other
- $0
- Hours/week
- 0.1 + 8.9 related
-
IAN BROWN
DIRECTOR
- Total calculated
- $80,000
- From this org
- $0
- From related orgs
- $80,000
- Other
- $0
- Hours/week
- 0.1 + 7.8 related
-
KATHERINE CLUPPER
VICE CHAIR & VP (BEG 4/1/24)
- Total calculated
- $65,000
- From this org
- $0
- From related orgs
- $65,000
- Other
- $0
- Hours/week
- 0.5 + 6.5 related
-
REV DR ZINA JACQUE
DIRECTOR
- Total calculated
- $172,500
- From this org
- $0
- From related orgs
- $172,500
- Other
- $0
- Hours/week
- 0.1 + 13 related
Schedule J breakdown matched by us
- Base
- $0 + $172,500 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $172,500 related
-
MONTY C LEONARD
DIRECTOR
- Total calculated
- $90,000
- From this org
- $0
- From related orgs
- $90,000
- Other
- $0
- Hours/week
- 0.1 + 10.3 related
-
MARY MOSCATO
DIRECTOR (BEG 4/1/24)
- Total calculated
- $65,000
- From this org
- $0
- From related orgs
- $65,000
- Other
- $0
- Hours/week
- 0.1 + 7.2 related
-
PAMELA D PAULK
DIRECTOR
- Total calculated
- $90,000
- From this org
- $0
- From related orgs
- $90,000
- Other
- $0
- Hours/week
- 0.1 + 8.8 related
-
MICHAEL W ROSKIEWICZ
DIRECTOR
- Total calculated
- $135,000
- From this org
- $0
- From related orgs
- $135,000
- Other
- $0
- Hours/week
- 0.1 + 15.3 related
-
RUSSELL SHARP
DIRECTOR
- Total calculated
- $80,000
- From this org
- $0
- From related orgs
- $80,000
- Other
- $0
- Hours/week
- 0.1 + 8.9 related
-
CHRIS RATHMANN
ASSISTANT TREASURER (THRU 3/31/24)
- Total calculated
- $0
- Hours/week
- 1 + 15 related
-
PAMELA STINER
ASSISTANT TREASURER (BEG 4/1/24)
- Total calculated
- $0
- Hours/week
- 1 + 18 related
-
JOHN HALL
ASSISTANT TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 18 related
-
MARK EMBLEY
ASSISTANT TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 18 related
-
NEAL GANTERT
ASSISTANT TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 18 related
-
SCOTT SAWICKI
ASSISTANT SECRETARY (BEG 4/1/24)
- Total calculated
- $344,732
- From this org
- $0
- From related orgs
- $307,034
- Other
- $37,698
- Hours/week
- 0.3 + 45.4 related
Schedule J breakdown matched by us
- Base
- $0 + $256,472 related
- Bonus
- $0 + $50,562 related
- Other
- $0
- Deferred
- $0 + $25,180 related
- Nontaxable benefits
- $0 + $12,518 related
- Filer's total
- $0 + $344,732 related
-
CHRISTOPHER DONATI
EXECUTIVE DIRECTOR
- Total calculated
- $267,381
- From this org
- $239,881
- From related orgs
- $0
- Other
- $27,500
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $205,753
- Bonus
- $28,000
- Other
- $6,128
- Deferred
- $9,569
- Nontaxable benefits
- $17,931
- Filer's total
- $267,381
-
THOMAS WALSH
DIRECTOR, FINANCE
- Total calculated
- $189,311
- From this org
- $181,857
- From related orgs
- $0
- Other
- $7,454
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $162,548
- Bonus
- $18,000
- Other
- $1,309
- Deferred
- $5,546
- Nontaxable benefits
- $1,908
- Filer's total
- $189,311
-
LISA SICILIA
PLANNING AND MOVING CONSUL
- Total calculated
- $148,555
- From this org
- $145,426
- From related orgs
- $0
- Other
- $3,129
- Hours/week
- 40
-
SANDRA RIVERA
NURSE PRACTITIONER, EH&WB
- Total calculated
- $150,855
- From this org
- $144,632
- From related orgs
- $0
- Other
- $6,223
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $134,851
- Bonus
- $8,200
- Other
- $1,581
- Deferred
- $4,169
- Nontaxable benefits
- $2,054
- Filer's total
- $150,855
-
TIFFANY CRUZ
DIRECTOR, NURSING
- Total calculated
- $154,122
- From this org
- $144,168
- From related orgs
- $0
- Other
- $9,954
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $138,051
- Bonus
- $5,800
- Other
- $317
- Deferred
- $0
- Nontaxable benefits
- $9,954
- Filer's total
- $154,122
-
GINA JONES
REGISTERED NURSE
- Total calculated
- $146,641
- From this org
- $139,531
- From related orgs
- $0
- Other
- $7,110
- Hours/week
- 40
-
JENNIFER KUEHL
MANAGER, REHABILITATION
- Total calculated
- $146,656
- From this org
- $132,355
- From related orgs
- $0
- Other
- $14,301
- Hours/week
- 40
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 · Independent compensation consultant
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
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
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 7
- THE EMPLOYEES LISTED ON FORM 990, PART VII, SECTION A, LINE 1A RECEIVED A DISCRETIONARY BONUS DURING THE YEAR.
- SCHEDULE J, PART II
- CHRISTOPHER DONATI AND THOMAS WALSH ARE LISTED IN SCHEDULE J, PART II AND ARE EMPLOYEES OF ERICKSON SENIOR LIVING ("ESL"), AN UNRELATED ORGANIZATION TO ANN'S CHOICE, INC., IN ACCORDANCE WITH THE MANAGEMENT AGREEMENT BETWEEN ANN'S CHOICE, INC. AND ESL. SEE SCHEDULE O EXPLANATION FOR FORM 990, PART VI, SECTION A, LINE 3. THEREFORE, FOR IRS MATCHING PURPOSES, ESL IS THE ISSUER OF THE FORM W-2. UNDER THE MANAGEMENT AGREEMENT, ANN'S CHOICE, INC. REIMBURSES ESL FOR THE COST OF SERVICES PERFORMED FOR ANN'S CHOICE, INC.
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.
-
501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD
Directly controlled by NATIONAL SENIOR COMMUNITIES INC
-
501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD
Directly controlled by NATIONAL SENIOR COMMUNITIES INC
-
BETHESDA NSC RETIREMENT COMMUNITY INC
501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD
Directly controlled by NATIONAL SENIOR COMMUNITIES INC
-
501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD
Directly controlled by NATIONAL SENIOR COMMUNITIES INC
-
501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD
Directly controlled by NATIONAL SENIOR COMMUNITIES INC
-
501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD
Directly controlled by NATIONAL SENIOR COMMUNITIES INC
-
501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD
Directly controlled by NATIONAL SENIOR COMMUNITIES INC
-
501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD
Directly controlled by NATIONAL SENIOR COMMUNITIES INC
-
501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD
Directly controlled by NATIONAL SENIOR COMMUNITIES INC
-
501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD
Directly controlled by NATIONAL SENIOR COMMUNITIES INC
-
501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD
Directly controlled by NATIONAL SENIOR COMMUNITIES INC
-
501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · PA
Directly controlled by NATIONAL SENIOR COMMUNITIES INC
-
MATTHEWS NSC RETIREMENT COMMUNITY INC
501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD
Directly controlled by NATIONAL SENIOR COMMUNITIES INC
-
NATIONAL SENIOR COMMUNITIES INC
501(C)(3) · SUPPORTING ORGANIZATION · MD
-
501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD
Directly controlled by NATIONAL SENIOR COMMUNITIES INC
-
501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD
Directly controlled by NATIONAL SENIOR COMMUNITIES INC
-
501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD
Directly controlled by NATIONAL SENIOR COMMUNITIES INC
-
501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD
Directly controlled by NATIONAL SENIOR COMMUNITIES INC
-
501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD
Directly controlled by NATIONAL SENIOR COMMUNITIES INC
-
501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD
Directly controlled by NATIONAL SENIOR COMMUNITIES INC
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.
-
NATIONAL CCRC BUSINESS TRUST I
EXCLUDED · CHARITABLE BUSINESS TRUST · MD · 6.58% owned · share of income $3,722,895 · share of assets $93,281,405
Directly controlled by NATIONAL SENIOR COMMUNITIES INC
-
NATIONAL CCRC STATUTORY TIER IV TRUST
CHARITABLE BUSINESS TRUST · MD
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
C · LIQUOR LICENSE HOLDER FOR EAGLE'S TRACE · TX
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 17 October 2025
- IRS schema version
- 2024v5.2
- Source object
- 202532949349301773
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