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Nonprofiteer
← MORNINGSTAR SENIOR LIVING FOUNDATION

Form 990 for tax year 2024

Filed by MORNINGSTAR SENIOR LIVING FOUNDATION.

Totals

Total revenue
$1,169,545
Total expenses
$340,239
Contributions and grants received
$762,346
Grants paid
$241,026
Program services expenses (Part IX)
$241,026
Management and general expenses
$99,213
Fundraising expenses
$0
Program service expenses (Part III)
$241,026

Program services were 70.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DARRELL W CROOK

    CHAIR

    Total calculated
    $0
    Hours/week
    0.1

  • LINDA MCMEEKIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 1 related

  • KENDAHL DIFELICE

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.1

  • CHRISTOPHER T HUNT

    SEC'Y/TREASURER-MSLF, CFO-MSL

    Total calculated
    $280,333
    From this org
    $0
    From related orgs
    $239,738
    Other
    $40,595
    Hours/week
    2 + 50.1 related

    Schedule J breakdown matched by us

    Base
    $0 + $217,472 related
    Bonus
    $0 + $21,763 related
    Other
    $0 + $503 related
    Deferred
    $0 + $6,872 related
    Nontaxable benefits
    $0 + $33,723 related
    Filer's total
    $0 + $280,333 related

  • COLLEEN LAVDAR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.1

  • BARBARA SEIFERT-SIGMON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.1

  • RICHARD SOLLIDAY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.1

  • J DAVID SWARTLEY

    CEO

    Total calculated
    $320,858
    From this org
    $0
    From related orgs
    $298,494
    Other
    $22,364
    Hours/week
    2 + 50.1 related

    Schedule J breakdown matched by us

    Base
    $0 + $298,494 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $9,750 related
    Nontaxable benefits
    $0 + $12,614 related
    Filer's total
    $0 + $320,858 related

  • SUSAN CAPOBIANCO

    EXECUTIVE DIRECTOR

    Total calculated
    $231,994
    From this org
    $0
    From related orgs
    $213,098
    Other
    $18,896
    Hours/week
    2 + 50.1 related

    Schedule J breakdown matched by us

    Base
    $0 + $192,335 related
    Bonus
    $0 + $19,009 related
    Other
    $0 + $1,754 related
    Deferred
    $0 + $5,529 related
    Nontaxable benefits
    $0 + $13,367 related
    Filer's total
    $0 + $231,994 related

  • MOLLIE SANTEE

    EXECUTIVE DIRECTOR

    Total calculated
    $87,010
    From this org
    $0
    From related orgs
    $87,010
    Other
    $0
    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 — 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
MORNINGSTAR SENIOR LIVING FOUNDATION'S PARENT, MORNINGSTAR SENIOR LIVING, USES METHODS SUCH AS COMPENSATION STUDIES AND APPROVAL BY THE BOARD/COMMITTEES TO DETERMINE THE PRESIDENT AND CEO'S COMPENSATION.
PART I, LINE 4B
MORNINGSTAR SENIOR LIVING, INC. SPONSORS THE MORNINGSTAR SENIOR LIVING 457(B) PLAN WHICH IS A NONQUALIFIED, NON-ERISA, ELIGIBLE DEFERRED COMPENSATION PLAN WITHIN THE MEANING OF CODE SECTION 457(B). THE PLAN PROVIDES FOR ELECTIVE EMPLOYEE CONTRIBUTIONS THROUGH SALARY DEFERRALS, COMPANY CONTRIBUTIONS, AND ROLLOVER CONTRIBUTIONS. ELIGIBLE PARTICIPANTS IN THE PLAN INCLUDE THE PRESIDENT & CEO, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, AND CHIEF INFORMATION OFFICER. THERE WERE NO COMPANY CONTRIBUTIONS MADE TO THE PLAN DURING YEAR ENDED DECEMBER 31, 2024.

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
2024
Filed
13 November 2025
IRS schema version
2024v5.2
Source object
202533189349300233

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