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Nonprofiteer
← APPLEWOOD CENTERS INC

Form 990 for tax year 2024

Filed by APPLEWOOD CENTERS INC.

Totals

Total revenue
$22,723,624
Total expenses
$23,279,553
Contributions and grants received
$903,459
Grants paid
$430,411
Program service revenue
$21,071,966
Investment income
$646,761
Other revenue
$101,438
Total assets, end of year
$33,732,340
Total liabilities, end of year
$4,079,374
Net assets or fund balances, end of year
$29,652,966
Program services expenses (Part IX)
$20,547,854
Management and general expenses
$2,457,862
Fundraising expenses
$273,837
Program service expenses (Part III)
$20,547,854

Program services were 88.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ADAM JACOBS

    PRESIDENT (7/1/24 to 1/10/25)

    Total calculated
    $794,616
    From this org
    $0
    From related orgs
    $582,058
    Other
    $212,558
    Hours/week
    11

    Schedule J breakdown matched by us

    Base
    $0 + $575,323 related
    Bonus
    $0
    Other
    $0 + $6,735 related
    Deferred
    $0 + $212,558 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $794,616 related
  • JEFFREY LOX

    PRESIDENT (1/11/25 to 6/30/25)

    Total calculated
    $449,485
    From this org
    $0
    From related orgs
    $265,188
    Other
    $184,297
    Hours/week
    11

    Schedule J breakdown matched by us

    Base
    $0 + $263,151 related
    Bonus
    $0
    Other
    $0 + $2,037 related
    Deferred
    $0 + $165,583 related
    Nontaxable benefits
    $0 + $18,714 related
    Filer's total
    $0 + $449,485 related
  • LEIGH HALL

    DIRECTOR OF RISK MANAGEMENT AND GENERAL COUNSEL

    Total calculated
    $358,875
    From this org
    $0
    From related orgs
    $220,615
    Other
    $138,260
    Hours/week
    11

    Schedule J breakdown matched by us

    Base
    $0 + $219,718 related
    Bonus
    $0
    Other
    $0 + $897 related
    Deferred
    $0 + $103,309 related
    Nontaxable benefits
    $0 + $34,951 related
    Filer's total
    $0 + $358,875 related
  • CHRISTOPHER CLANCY

    CHIEF INFORMATION OFFICER

    Total calculated
    $334,428
    From this org
    $0
    From related orgs
    $245,771
    Other
    $88,657
    Hours/week
    11

    Schedule J breakdown matched by us

    Base
    $0 + $243,197 related
    Bonus
    $0
    Other
    $0 + $2,574 related
    Deferred
    $0 + $53,706 related
    Nontaxable benefits
    $0 + $34,951 related
    Filer's total
    $0 + $334,428 related
  • BETH COHEN POLLACK

    CHIEF ADVANCEMENT OFFICER

    Total calculated
    $280,777
    From this org
    $0
    From related orgs
    $210,821
    Other
    $69,956
    Hours/week
    11

    Schedule J breakdown matched by us

    Base
    $0 + $208,247 related
    Bonus
    $0
    Other
    $0 + $2,574 related
    Deferred
    $0 + $44,791 related
    Nontaxable benefits
    $0 + $25,165 related
    Filer's total
    $0 + $280,777 related
  • SCOTT MOORE

    CHIEF FINANCIAL OFFICER

    Total calculated
    $277,450
    From this org
    $0
    From related orgs
    $251,005
    Other
    $26,445
    Hours/week
    11

    Schedule J breakdown matched by us

    Base
    $0 + $250,420 related
    Bonus
    $0
    Other
    $0 + $585 related
    Deferred
    $0 + $26,445 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $277,450 related
  • JENNIFER YARHAM

    EXECUTIVE DIRECTOR

    Total calculated
    $250,414
    From this org
    $0
    From related orgs
    $173,202
    Other
    $77,212
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $172,231 related
    Bonus
    $0
    Other
    $0 + $971 related
    Deferred
    $0 + $42,261 related
    Nontaxable benefits
    $0 + $34,951 related
    Filer's total
    $0 + $250,414 related
  • DIANA HARRISON

    CHIEF HUMAN RESOURCES OFFICER

    Total calculated
    $220,375
    From this org
    $0
    From related orgs
    $175,798
    Other
    $44,577
    Hours/week
    11

    Schedule J breakdown matched by us

    Base
    $0 + $175,652 related
    Bonus
    $0
    Other
    $0 + $146 related
    Deferred
    $0 + $9,626 related
    Nontaxable benefits
    $0 + $34,951 related
    Filer's total
    $0 + $220,375 related
  • ROBERT BRAUN

    DIRECTOR OF FACILITIES

    Total calculated
    $210,725
    From this org
    $0
    From related orgs
    $156,103
    Other
    $54,622
    Hours/week
    11

    Schedule J breakdown matched by us

    Base
    $0 + $153,018 related
    Bonus
    $0
    Other
    $0 + $3,085 related
    Deferred
    $0 + $29,457 related
    Nontaxable benefits
    $0 + $25,165 related
    Filer's total
    $0 + $210,725 related
  • FRANK WARDEGA

    CHAIR

    Total calculated
    $0
    Hours/week
    1
  • PETER BOLBACH

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • STEPHANIE MOHAR

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • LYNN MILLINER

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1
  • NAKUL KAPADIA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • CHRIS HUNTER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • FAISAL KHAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • JAMES KOBAK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • RICHARD BAMBERGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • MIKE DEMINICO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • ADAM KING

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • MARIA REVELLO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • HARDIK DESAI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • GEORGE PHILLIPS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • TINA YARIAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • ROBERT MOWSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • JAMES HOGG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • TARI RIVERA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • JUDI FENIGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • THOMAS STAFFORD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • ROBERT GEPHART

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • SUSANNA KREY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • JOHN SCANLAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • DAVID BOONE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • ANTHONY VALENCIC

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • MONYKA PRICE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • ABBEY PATTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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)

Pt I Line 4b
ADAM JACOBS ACCRUED DEFERRED COMPENSATION IN THE AMOUNT OF $50,600 FOR SUPPLEMENTAL NON-QUALIFIED 457 PLANS.
Pt I Line 3
THE PRESIDENT, EXECUTIVE DIRECTOR, CHIEF FINANCIAL OFFICER,CHIEF INFORMATION OFFICER, CHIEF HUMAN RESOURCES OFFICER, CHIEF ADVANCEMENT OFFICER, THE DIRECTOR OF RISK MANAGEMENT AND GENERAL COUNSEL AND THE DIRECTOR OF FACILITIES OF APPLEWOOD CENTERS ARE PAID THROUGH WINGSPAN CARE GROUP, THE PARENT COMPANY. THE PRESIDENTS COMPENSATION IS ESTABLISHED AND APPROVED BY THE BOARD OF WINGSPAN CARE GROUP, WITH THE PROPORTIONAL SHARE CHARGED TO APPLEWOOD CENTERS.

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 corporations and trusts

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

  • Perpetual Trust (3)

    T · Investing · OH · 100% owned · share of income $269,088 · share of assets $1,739,194

    Directly controlled by Applewood

Provenance

Return type
form_990
Tax year
2024
Filed
22 January 2026
IRS schema version
2024v5.2
Source object
202611289349303046

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