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Nonprofiteer
← ACTIVE RETIREMENT COMMUNITY INC

Form 990 for tax year 2022

Filed by ACTIVE RETIREMENT COMMUNITY INC.

Totals

Total revenue
$34,003,204
Total expenses
$36,310,382
Contributions and grants received
$87,698
Grants paid
$96,458
Program service revenue
$31,870,127
Investment income
$577,989
Other revenue
$1,467,390
Total assets, end of year
$201,502,362
Total liabilities, end of year
$244,193,700
Net assets or fund balances, end of year
-$42,691,338
Program services expenses (Part IX)
$33,060,004
Management and general expenses
$3,250,378
Fundraising expenses
$0
Program service expenses (Part III)
$33,060,004

Program services were 91.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ROBERT CAULFIELD

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $630,407
    From this org
    $559,528
    From related orgs
    $0
    Other
    $70,879
    Hours/week
    55 + 5 related

    Schedule J breakdown matched by us

    Base
    $495,528
    Bonus
    $64,000
    Other
    $0
    Deferred
    $34,606
    Nontaxable benefits
    $36,273
    Filer's total
    $630,407

  • VIVIAN M VILORIA-FISHER

    CHAIR

    Total calculated
    $0
    Hours/week
    3 + 1 related

  • GLORIA SNYDER

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    3 + 1 related

  • JOHN SINI

    TREASURER

    Total calculated
    $0
    Hours/week
    3 + 1 related

  • WAYNE SHATTES

    SECRETARY

    Total calculated
    $0
    Hours/week
    3 + 1 related

  • JAMES DANOWSKI

    MEMBER

    Total calculated
    $0
    Hours/week
    3 + 1 related

  • VINCENT P BASILICE

    MEMBER

    Total calculated
    $0
    Hours/week
    3 + 1 related

  • VALERIE CARTRIGHT

    MEMBER

    Total calculated
    $0
    Hours/week
    3 + 1 related

  • DEBRA ENGELHARDT

    MEMBER

    Total calculated
    $0
    Hours/week
    3 + 1 related

  • KIM KUBASEK

    MEMBER

    Total calculated
    $0
    Hours/week
    3 + 1 related

  • LAWRENCE DAVIDOW ESQ

    MEMBER

    Total calculated
    $0
    Hours/week
    3 + 1 related

  • KENNETH ROBERTS

    MEMBER

    Total calculated
    $0
    Hours/week
    3 + 1 related

  • BRIAN AMTMANN

    CHIEF FINANCIAL OFFICER

    Total calculated
    $314,806
    From this org
    $293,726
    From related orgs
    $0
    Other
    $21,080
    Hours/week
    45 + 5 related

    Schedule J breakdown matched by us

    Base
    $261,726
    Bonus
    $32,000
    Other
    $0
    Deferred
    $18,272
    Nontaxable benefits
    $2,808
    Filer's total
    $314,806

  • ANTHONY COMERFORD

    VP OF HEALTH SERVICES

    Total calculated
    $286,507
    From this org
    $268,001
    From related orgs
    $0
    Other
    $18,506
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $240,001
    Bonus
    $28,000
    Other
    $0
    Deferred
    $15,465
    Nontaxable benefits
    $3,041
    Filer's total
    $286,507

  • CHRISTOPHER ADAMO

    VP HOSPITALITY SERVICES

    Total calculated
    $268,593
    From this org
    $221,874
    From related orgs
    $0
    Other
    $46,719
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $205,874
    Bonus
    $16,000
    Other
    $0
    Deferred
    $13,736
    Nontaxable benefits
    $32,983
    Filer's total
    $268,593

  • LINDA KOLAKOWSKI

    VP OF RESIDENT SERVICES

    Total calculated
    $226,448
    From this org
    $182,575
    From related orgs
    $0
    Other
    $43,873
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $166,575
    Bonus
    $16,000
    Other
    $0
    Deferred
    $11,533
    Nontaxable benefits
    $32,340
    Filer's total
    $226,448

  • MICHELE BERTI

    VP OF HUMAN RESOURCES

    Total calculated
    $171,497
    From this org
    $158,825
    From related orgs
    $0
    Other
    $12,672
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $142,825
    Bonus
    $16,000
    Other
    $0
    Deferred
    $9,690
    Nontaxable benefits
    $2,982
    Filer's total
    $171,497

  • ELISSA GARGONE

    VP OF MARKETING

    Total calculated
    $192,950
    From this org
    $155,745
    From related orgs
    $0
    Other
    $37,205
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $145,745
    Bonus
    $10,000
    Other
    $0
    Deferred
    $6,013
    Nontaxable benefits
    $31,192
    Filer's total
    $192,950

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
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B
THE FOLLOWING RECIEVED CONTRIBUTION/DEFERRAL FOR THE CURRENT YEAR: ROBERT CAULFIELD - $14,714
PART I, LINE 7
BONUS STRUCTURE FOR THE CEO, HEALTH CENTER ADMINISTRATOR AND CFO: THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS DETERMINES ALL BONUSES FOR THE OFFICERS AND OTHER KEY EXECUTIVES. THE KEY FACTORS THAT DETERMINE THE BONUS ARE: BENEFIT TO THE ORGANIZATION OF THE EMPLOYEES, EMPLOYEE'S PERFORMANCE AND PRODUCTIVITY, OVERALL PERFORMANCE AND PRODUCTIVITY OF THE ORGANIZATION AND THE EMPLOYEE'S ADMINISTRATIVE PERFORMANCE AND OTHER MARKET CONDITIONS. BONUSES REPORTED ON SCHEDULE J REFLECT BONUSES EARNED AND PAID IN 2022.

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.

Disregarded entities

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

  • SOUTH SETAUKET ILU LLC

    REAL ESTATE HOLDING COMPANY · NY · income $773,854 · assets $388,547

    Directly controlled by ACTIVE RETIREMENT COMMUNITY INC

Related corporations and trusts

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

  • CHARITABLE REMAINDER ANNUITY TRUSTS (4)

    T · ANNUITY TRUST · NY

Provenance

Return type
form_990
Tax year
2022
Filed
13 October 2023
IRS schema version
2022v5.0
Source object
202322889349301017

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