Skip to content
Nonprofiteer
← BISHOP GADSDEN EPISCOPAL RETIREMENT COMMUNITY

Form 990 for tax year 2025

Filed by BISHOP GADSDEN EPISCOPAL RETIREMENT COMMUNITY.

Totals

Total revenue
$83,465,142
Total expenses
$76,730,877
Contributions and grants received
$4,631,434
Grants paid
$693,111
Program services expenses (Part IX)
$64,912,037
Management and general expenses
$11,346,253
Fundraising expenses
$472,587
Program service expenses (Part III)
$64,912,037

Program services were 84.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MELINDA LUCKA KELLEY ESQUIRE

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • BRIAN HUSSAIN

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1.5 + 2.5 related

  • DR PATRICK J KELLY MD

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1.5 + 2.5 related

  • DR DAVID ADAMS MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOANNE M HILL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 2.5 related

  • GREG JONES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • HEYWARD CARTER JR ESQ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ROBERT BALDWIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KATHERINE ROBINSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • REV GREGORY SMITH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • RT REV RUTH WOODLIFF-STANLEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • SARAH E H TIPTON

    CEO/PRESIDENT

    Total calculated
    $481,150
    From this org
    $451,291
    From related orgs
    $0
    Other
    $29,859
    Hours/week
    40 + 15 related

    Schedule J breakdown matched by us

    Base
    $451,291
    Bonus
    $0
    Other
    $0
    Deferred
    $9,635
    Nontaxable benefits
    $20,224
    Filer's total
    $481,150

  • LYNNE L KERRISON

    EVP/CFO

    Total calculated
    $420,539
    From this org
    $399,041
    From related orgs
    $0
    Other
    $21,498
    Hours/week
    40 + 15 related

    Schedule J breakdown matched by us

    Base
    $360,541
    Bonus
    $38,500
    Other
    $0
    Deferred
    $13,991
    Nontaxable benefits
    $7,507
    Filer's total
    $420,539

  • AARON D ROOP

    SR. VP

    Total calculated
    $316,094
    From this org
    $290,978
    From related orgs
    $0
    Other
    $25,116
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $254,978
    Bonus
    $36,000
    Other
    $0
    Deferred
    $9,438
    Nontaxable benefits
    $15,678
    Filer's total
    $316,094

  • JONNA COOK

    VP OF HEALTH SERVICES

    Total calculated
    $246,672
    From this org
    $223,760
    From related orgs
    $0
    Other
    $22,912
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $201,500
    Bonus
    $22,260
    Other
    $0
    Deferred
    $9,145
    Nontaxable benefits
    $13,767
    Filer's total
    $246,672

  • JAMES A EPPER

    VP OF CULINARY SERVICES

    Total calculated
    $215,741
    From this org
    $201,585
    From related orgs
    $0
    Other
    $14,156
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $182,085
    Bonus
    $19,500
    Other
    $0
    Deferred
    $6,649
    Nontaxable benefits
    $7,507
    Filer's total
    $215,741

  • DANIEL F LARRABEE

    VP FACILITY OPERATIONS

    Total calculated
    $200,882
    From this org
    $195,958
    From related orgs
    $0
    Other
    $4,924
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $175,958
    Bonus
    $20,000
    Other
    $0
    Deferred
    $4,924
    Nontaxable benefits
    $0
    Filer's total
    $200,882

  • THEODORE LU

    VP OF HUMAN RESOURCES

    Total calculated
    $241,344
    From this org
    $214,837
    From related orgs
    $0
    Other
    $26,507
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $197,837
    Bonus
    $17,000
    Other
    $0
    Deferred
    $8,513
    Nontaxable benefits
    $17,994
    Filer's total
    $241,344

  • KIMBERLY BORTS

    VP MISSION & COMM

    Total calculated
    $240,977
    From this org
    $143,806
    From related orgs
    $79,677
    Other
    $17,494
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $131,024 + $44,677 related
    Bonus
    $12,782 + $35,000 related
    Other
    $0
    Deferred
    $5,873 + $3,221 related
    Nontaxable benefits
    $6,329 + $2,071 related
    Filer's total
    $156,008 + $84,969 related

  • KATHERINE JAYNE

    VP OF COMMUNITY LIFE & COMPLIANCE

    Total calculated
    $177,952
    From this org
    $156,657
    From related orgs
    $0
    Other
    $21,295
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $137,657
    Bonus
    $19,000
    Other
    $0
    Deferred
    $5,014
    Nontaxable benefits
    $16,281
    Filer's total
    $177,952

  • RYAN BENTLEY

    ASST DIR/EXEC CHEF CULINARY

    Total calculated
    $170,145
    From this org
    $156,515
    From related orgs
    $0
    Other
    $13,630
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $144,515
    Bonus
    $12,000
    Other
    $0
    Deferred
    $6,123
    Nontaxable benefits
    $7,507
    Filer's total
    $170,145

  • JEANETTE FOWLER

    DIRECTOR, INFORMATION TECHNOLOGY

    Total calculated
    $155,858
    From this org
    $145,260
    From related orgs
    $0
    Other
    $10,598
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $138,760
    Bonus
    $6,500
    Other
    $0
    Deferred
    $3,177
    Nontaxable benefits
    $7,421
    Filer's total
    $155,858

  • RUTH EVANS

    MEDICARE ANALYTICS MANAGER

    Total calculated
    $154,904
    From this org
    $142,484
    From related orgs
    $0
    Other
    $12,420
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $137,854
    Bonus
    $4,630
    Other
    $0
    Deferred
    $3,675
    Nontaxable benefits
    $8,745
    Filer's total
    $154,904

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

  • 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
SARAH E. H. TIPTON (CEO/PRESIDENT) AND LYNNE KERRISON (CFO) PARTICIPATE IN A 457(B) DEFERRED COMPENSATION PLAN. AT THE END OF THE YEAR, THE TOTAL AMOUNT OF EMPLOYER CONTRIBUTIONS TO THE 457(B) PLANS WERE $5,423 AND $5,423, RESPECTIVELY. THIS COMPENSATION IS REFLECTED AS PART OF THE DEFERRED COMPENSATION REPORTED ON FORM 990, PART VII AND IN SCHEDULE J, PART II, COLUMN (C).
PART I, LINE 7
THE RESIDENTS CONTRIBUTE MONEY TO THE ANNUAL APPRECIATION FUND. BASED ON THE AMOUNT RAISED A DOLLAR VALUE IS GIVEN TO EACH FULL TIME HOURLY EMPLOYEE - A PRO-RATED AMOUNT IS GIVEN TO EMPLOYEES NOT FULL TIME. THE BOARD OF TRUSTEES APPROVES A DOLLAR AMOUNT OF BONUS (TOTAL BONUS POOL) TO SALARIED STAFF AND SOME HOURLY STAFF (OVER AND ABOVE THE EMPLOYEE APPRECIATION AMOUNT) - THE BONUS TO THE CEO IS RECOMMENDED BY THE BOARD. THE OPERATIONAL RESULTS OF BISHOP GADSDEN IS A PRIMARY DRIVER OF THE BONUS POOL, ALONG WITH OPERATIONAL DIFFICULTIES, BUDGET BENCHMARKS, FEEDBACK FROM RESIDENTS, ETC. THE CEO, ALONG WITH INPUT FROM MANAGEMENT STAFF AND HR DETERMINES THE AMOUNT OF BONUS TO SALARIED STAFF. THIS IS BASED UPON NON-FINANCIAL METRICS AND THE RESULTS OF OPERATIONS. THE DISCUSSION IS DOCUMENTED IN THE BOARD MINUTES.

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.

Provenance

Return type
form_990
Tax year
2025
IRS schema version
2025v4.2
Source object
202642339349301054

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