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Nonprofiteer
← KENDAL AT OBERLIN

Form 990 for tax year 2023

Filed by KENDAL AT OBERLIN.

Totals

Total revenue
$25,853,974
Total expenses
$23,779,860
Contributions and grants received
$612,584
Grants paid
$319,206
Program service revenue
$23,585,680
Investment income
$2,817,711
Other revenue
-$1,162,001
Total assets, end of year
$124,198,609
Total liabilities, end of year
$63,540,606
Net assets or fund balances, end of year
$60,658,003
Program services expenses (Part IX)
$19,623,509
Management and general expenses
$4,148,079
Fundraising expenses
$8,272
Program service expenses (Part III)
$19,623,509

Program services were 82.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $82,971

  • 1f · All other contributions, gifts and grants

    $529,613

  • 2a · Program service revenue: RESIDENT SERVICE FEES

    total $14,824,501 · related or exempt $14,824,501

  • 2b · Program service revenue: HEALTH CENTER FEES

    total $4,408,017 · related or exempt $4,408,017

  • 2c · Program service revenue: AMORTIZATION OF DEFERRED FEES

    total $4,159,286 · related or exempt $4,159,286

  • 2d · Program service revenue: EARLY LEARNING CENTER

    total $98,507 · related or exempt $98,507

  • 2e · Program service revenue: OTHER REVENUE

    total $95,369 · related or exempt $95,369

  • 3 · Investment income

    total $699,717 · excluded $699,717

  • 6a · Gross rents

    real property $1,145

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $1,145

  • 6d · Net rental income or loss

    total $1,145 · excluded $1,145

  • 7a · Gross sales of assets other than inventory

    securities $2,117,994

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $2,117,994

  • 7d · Net gain or loss

    total $2,117,994 · excluded $2,117,994

  • 11a · Other revenue: PENSION TERMINATION

    total -$513,146 · excluded -$513,146

  • 11b · Other revenue: CONVERSION OF NOTE RECEIVABLE

    total -$650,000 · excluded -$650,000

  • 11e · Other revenue, total

    -$1,163,146

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $100,000 · program services $100,000

  • 2 · Grants to domestic individuals

    total $219,206 · program services $219,206

  • 5 · Compensation of officers, directors and key employees

    total $841,246 · management and general $841,246

  • 7 · Other salaries and wages

    total $8,322,834 · program services $7,324,094 · management and general $998,740

  • 8 · Pension plan contributions

    total $173,351 · program services $152,549 · management and general $20,802

  • 9 · Other employee benefits

    total $1,734,952 · program services $1,526,758 · management and general $208,194

  • 10 · Payroll taxes

    total $640,430 · program services $505,940 · management and general $134,490

  • 11b · Fees: legal

    total $168,147 · management and general $168,147

  • 11c · Fees: accounting

    total $56,877 · management and general $56,877

  • 11e · Fees: professional fundraising services

    total $8,272 · fundraising $8,272

  • 11f · Fees: investment management

    total $199,350 · management and general $199,350

  • 11g · Fees: other

    total $681,524 · program services $596,578 · management and general $84,946

  • 12 · Advertising and promotion

    total $372,226 · program services $308,948 · management and general $63,278

  • 13 · Office expenses

    total $109,761 · program services $91,102 · management and general $18,659

  • 14 · Information technology

    total $393,968 · program services $326,993 · management and general $66,975

  • 16 · Occupancy

    total $2,097,827 · program services $2,055,870 · management and general $41,957

  • 17 · Travel

    total $53,842 · program services $47,381 · management and general $6,461

  • 19 · Conferences, conventions and meetings

    total $32,577 · program services $28,668 · management and general $3,909

  • 20 · Interest

    total $368,269 · management and general $368,269

  • 21 · Payments to affiliates

    total $694,589 · management and general $694,589

  • 22 · Depreciation, depletion and amortization

    total $3,117,140 · program services $3,011,904 · management and general $105,236

  • 23 · Insurance

    total $83,170 · program services $83,170

  • 24a · Other expenses: FOOD AND DINING

    total $1,320,502 · program services $1,320,502

  • 24b · Other expenses: MAINTENANCE AND REPAIR

    total $1,039,073 · program services $1,018,292 · management and general $20,781

  • 24c · Other expenses: MEDICAL SUPPLIES

    total $783,419 · program services $783,419

  • 24d · Other expenses: COMMUNITY OUTREACH

    total $4,685 · program services $4,685

  • 24e · All other expenses

    total $162,623 · program services $117,450 · management and general $45,173

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $809,473 · end of year $271,796

  • 2 · Savings and temporary cash investments

    beginning of year $606,899 · end of year $666,807

  • 3 · Pledges and grants receivable

    end of year $750

  • 4 · Accounts receivable

    beginning of year $1,655,192 · end of year $1,697,035

  • 8 · Inventories for sale or use

    beginning of year $231,022 · end of year $276,154

  • 9 · Prepaid expenses and deferred charges

    beginning of year $233,115 · end of year $330,278

  • 10a · Land, buildings and equipment: cost or other basis

    $102,294,247

  • 10b · Land, buildings and equipment: accumulated depreciation

    $48,476,979

  • 10c · Land, buildings and equipment, net

    beginning of year $53,211,419 · end of year $53,817,268

  • 11 · Investments: publicly traded securities

    beginning of year $60,608,752 · end of year $64,697,251

  • 13 · Investments: program-related

    beginning of year $1,044,272 · end of year $954,505

  • 15 · Other assets

    beginning of year $1,393,713 · end of year $1,486,765

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,166,065 · end of year $2,415,803

  • 19 · Deferred revenue

    beginning of year $46,518,374 · end of year $46,741,871

  • 20 · Tax-exempt bond liabilities

    beginning of year $15,168,919 · end of year $13,644,739

  • 25 · Other liabilities

    beginning of year $674,130 · end of year $738,193

  • 27 · Net assets without donor restrictions

    beginning of year $48,535,933 · end of year $53,822,622

  • 28 · Net assets with donor restrictions

    beginning of year $6,730,436 · end of year $6,835,381

Mission and programs · 2023

Mission

FOUNDED AS A NONPROFIT ORGANIZATION BASED ON QUAKER VALUES, WE ARE A VIBRANT, DIVERSE, INCLUSIVE, CARING COMMUNITY FOCUSED ON HEALTHY AGING. (CONTINUED ON SCHEDULE O)WE SUPPORT INDIVIDUAL LIFESTYLES BY PROMOTING INDEPENDENCE, CONTINUOUS LEARNING, ENGAGEMENT IN AND SERVICE TO THE WIDER COMMUNITY, SOCIAL AND INTERGENERATIONAL RELATIONSHIPS, AND EXCELLENT HEALTH CARE. KENDAL AT OBERLIN OPERATES A CONTINUING CARE RETIREMENT FACILITY IN OBERLIN, OH CONSISTING OF 225 RESIDENTIAL UNITS WITH A COMMON FACILITY, 12 CERTIFIED AND LICENSED MEDICARE NURSING HOME BEDS AND 55 LICENSED UNITS FOR RESIDENTIAL CARE, AND 12 PRIVATE MEMORY CARE SUITES. PROGRAM SERVICE COSTS ALSO INCLUDE ADMISSION EXPENSES. SERVICES INCLUDE HOUSING, CENTRAL DINING, A FULL CONTINUUM OF CARE ON PREMISES, AS WELL AS SOCIAL, CULTURAL AND RECREATIONAL ACTIVITIES.

Activities or mission (Part I)

FOUNDED ON QUAKER VALUES, WE OFFER A VIBRANT, DIVERSE, CARING COMMUNITY SERVING OLDER ADULTS AND CONTRIBUTING TO THE OBERLIN COMMUNITY AND BEYOND IN NORTHEAST OHIO.

  • KENDAL AT OBERLIN OPENED IN 1993 AND HAS PROVIDED SERVICES TO OVER 935 RESIDENTS FROM 38 STATES AND THE DISTRICT OF COLUMBIA. KENDAL AT OBERLIN IS A LIFE PLAN COMMUNITY (ALSO KNOWN AS A CONTINUING CARE RETIREMENT COMMUNITY), AN ACCREDITED ORGANIZATION UNDER THE COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES (CARF) STANDARDS AND HAS BEEN IDENTIFIED AS A 5 STAR RATED NURSING HOME BY THE CENTER OF MEDICARE AND MEDICAID SERVICES (CMS). KENDAL AT OBERLIN HAS ALSO RECEIVED A SPECIAL DESIGNATION AS A PERSON CENTERED LONG TERM CARE COMMUNITY AND AS A DEMENTIA CARE SPECIALTY PROGRAM BY CARF.(CONTINUED ON SCHEDULE O)KENDAL AT OBERLIN IS COMMITTED TO SOCIAL RESPONSIBILITY BY PROVIDING LEADERSHIP IN THE GREATER COMMUNITY AND MAKING KENDAL'S CAMPUS SPACES AND ONSITE PROGRAMS ACCESSIBLE TO THE LARGER COMMUNITY. SOME OF THE WAYS KENDAL CONNECTS WITH THE LARGER COMMUNITY INCLUDE:-KENDAL WELCOMES THE PUBLIC TO ART GALLERY TALKS, LECTURES, THEATRICAL AND MUSICAL PERFORMANCES FREE OF CHARGE.-OUR MEETING ROOMS WERE MADE AVAILABLE TO OVER 30 NONPROFIT ORGANIZATIONS FREE OF CHARGE.-MORE THAN 100 NEIGHBORING OLDER ADULTS ARE SERVED ANNUALLY IN KENDAL'S REHABILITATION AND FITNESS PROGRAMS.-MORE THAN 100 LOCAL STUDENTS FROM NURSING, REHABILITATION AND VOCATIONAL SCHOOLS WERE PROVIDED CLINICAL TRAINING AT KENDAL AT OBERLIN TO PREPARE THEM PROFESSIONALLY.-MORE THAN 25 AREA FAMILIES USE KENDAL'S ACCREDITED 5-STAR EARLY LEARNING PROGRAM (RATED BY THE STATE OF OHIO) FROM TODDLERS TO PRE-KINDERGARTEN CHILDREN. KENDAL AT OBERLIN'S EARLY LEARNING CENTER IS A PARTNER MEMBER AND ON THE STEERING COMMITTEE OF THE OBERLIN KIDS COLLABORATIVE THAT WAS ESTABLISHED BY THE UNITED WAY FOUNDATION. THE PROGRAM DEPENDS ON PARTNER ENGAGEMENT TO DEVELOP SOLUTIONS TO ENSURE ALL CHILDREN FROM BIRTH THROUGH PRE-K ENTER OBERLIN SCHOOL YEARS HEALTHY AND READY TO LEARN. THEIR FOCUS IS ON COMMUNITY-LEVEL IMPACT TO SUPPORT CHILDREN AND FAMILIES THROUGH SYSTEMS OF CHANGE, RESEARCH AND EVALUATION, ADVOCACY, AND PROGRAMMING. -KENDAL AT OBERLIN RECENTLY RECEIVED A PROGRAM OF DISTINCTION FROM GENERATIONS UNITED FOR ITS INTERGENERATIONAL PROGRAMMING OFFERED THROUGH KENDAL'S EARLY LEARNING CENTER, INVOLVEMENT WITH HIGH SCHOOL AND COLLEGE LEVEL STUDENTS IN PROGRAMMING THROUGHOUT THE CAMPUS COMMUNITY.-THE CITY OF OBERLIN WAS ALSO RECOGNIZED AS BEING ONE OF THE 5 BEST INTERGENERATIONAL COMMUNITIES.-KENDAL AT OBERLIN HAS MADE REAL ESTATE TAX PAYMENTS OF OVER $8.5 MILLION SINCE 2000. THIS HAS RESULTED IN SIGNIFICANT ECONOMIC IMPACT TO THE CITY OF OBERLIN AND THE LOCAL SCHOOL SYSTEM.-KENDAL AT OBERLIN HAS APPROXIMATELY 235 EMPLOYEES WHICH HAVE PROVIDED OVER $411 MILLION OF ECONOMIC BENEFIT IN THE LAST TWO DECADES TO LORAIN COUNTY FROM THE PAYROLL DOLLARS PAID TO EMPLOYEES.-KENDAL AT OBERLIN RESIDENTS, STAFF AND BOARD OF DIRECTORS HAVE VOLUNTEERED 63,490 OF RECORDED SERVICE HOURS ON AN ANNUAL BASIS THAT BENEFIT OVER 80 DIFFERENT NONPROFIT ORGANIZATIONS IN LORAIN COUNTY. THESE VOLUNTEER HOURS HAVE AN ECONOMIC VALUE OF OVER $2.0 MILLION PER YEAR FOR A CUMULATIVE IMPACT OF APPROXIMATELY $24.3 MILLION OVER THE PAST 2 DECADES.-KENDAL AT OBERLIN IS A LEADER IN THE FIELD OF AGING SERVICES AND HAS BEEN INSTRUMENTAL IN SUPPORTING BOTH THE NATIONAL AND STATE LEADERSHIP ACADEMY PROGRAMS THROUGH STAFF LEADERSHIP.-LEADING AGE AND LEADING AGE OHIO (NATIONAL AND STATE AGING SERVICES ORGANIZATION) HAS RECOGNIZED KENDAL AT OBERLIN FOR THE FOLLOWING PROGRAMS THAT ARE CONSIDERED MODEL PRACTICES:1. HUMAN RESOURCES APPROACH OF RECRUITING FROM WITHIN, WHICH HAS SUCCESSFULLY RECRUITED AND RETAINED CURRENT EMPLOYEES;2. THE FALLS AT RISK PROGRAM WHICH HAS REDUCED THE NUMBER OF RESIDENT FALLS AND INJURIES;3. RECEIVED THE PUBLIC TRUST AWARD FOR KENDAL AT OBERLIN'S PUBLICITY PLUGS PROGRAM FOR PROVIDING POSITIVE PUBLICITY FOR OBERLIN SCHOOLS;4. RECOGNIZED FOR ACHIEVING EXCELLENCE IN SURVEY RESULTS;5. RATED AS A 5 STAR RATING BY THE CENTERS FOR MEDICARE AND MEDICAID SERVICES WHICH IS THE HIGHEST RATING POSSIBLE AND PLACES KENDAL AT OBERLIN AMONG THE TOP SKILLED NURSING FACILITIES IN THE STATE OF OHIO;6. LEADINGAGE OHIO AWARDED KENDAL AT OBERLIN'S MOLLY KAVANAUGH THE EXCELLENCE IN COMMUNICATIONS AWARD FOR PROMOTING A POSITIVE IMAGE OF SENIOR SERVICES.-IN ADDITION, KENDAL AT OBERLIN'S RESIDENTS AND STAFF ACTIVELY CONTRIBUTE AND ENGAGE IN A VARIETY OF COMMUNITY EVENTS SUCH AS THE ""WALK TO END ALZHEIMER'S"", UNITED WAY, OBERLIN SCHOOLS AND OBERLIN COMMUNITY SERVICES TO NAME ONLY A FEW.KENDAL AT OBERLIN CONTINUES TO BE COMMITTED TO PROVIDING A HIGH QUALITY PROGRAM IN SERVICE TO THE RESIDENTS, IS A LEADER IN THE FIELD OF AGING SERVICES AND COMMITTED TO PROVIDING OUTREACH TO THE LARGER COMMUNITY, ""TOGETHER, TRANSFORMING THE EXPERIENCE OF AGING"".VOLUNTARY EVENT DISCLOSURE - COVID-19:WITH THE WORLD HEALTH ORGANIZATION'S DECLARATION OF A WORLDWIDE PANDEMIC DUE TO THE SPREAD OF THE CORONAVIRUS (COVID-19), WE KNOW THERE IS AN IMPACT ON GLOBAL MARKETS, SUPPLY CHAINS, BUSINESSES, AND COMMUNITIES. THE IMPACTS ON KENDAL AT OBERLIN HAVE INCLUDED ADDITIONAL COSTS FOR EMERGENCY PREPAREDNESS AND RESPONSE, DISEASE CONTROL AND CONTAINMENT, PERSONNEL SHORTAGES, OR LOSS OF REVENUE DUE TO REDUCTIONS IN CERTAIN REVENUE STREAMS. THE FULL IMPACT OF COVID-19 IS UNKNOWN AND CANNOT BE REASONABLY PREDICTED OR ESTIMATED AT THIS TIME.KENDAL AT OBERLIN HAS DEPLOYED ENHANCED INFECTION CONTROL MEASURES, WHICH HAVE BEEN DEVELOPED FOR PREVIOUS VIRAL OUTBREAKS, AND WE ARE ON HEIGHTENED ALERT AS RECOMMENDATIONS FROM THE CDC AND OTHER PUBLIC HEALTH OFFICIALS EVOLVE TO ADDRESS THE LATEST DEVELOPMENTS. WE ARE IN FREQUENT COMMUNICATION WITH THE KENDAL CORPORATION TO LEVERAGE RESOURCES AND KENDAL AT OBERLIN STAFF MEET DAILY TO PROACTIVELY STRATEGIZE AND PLAN FOR POTENTIAL SCENARIOS. OUR CLINICIANS ARE WORKING WITH LOCAL AND STATE HEALTH DEPARTMENTS TO FOLLOW THEIR GUIDELINES TO MITIGATE THE SPREAD AND IMPACT OF THE VIRUS.MARKETING AND COMMUNICATIONS-RECOGNIZING THE CHALLENGES OF MARKETING UNDER THE CURRENT CIRCUMSTANCES, THE MARKETING PROGRAM IS ADDING TO ITS DIGITAL STRATEGY IN ORDER TO MAINTAIN OCCUPANCY LEVELS.-ADDITIONAL RESOURCES HAVE BEEN PUT IN PLACE TO MAXIMIZE CONNECTIONS WITH WAITLIST AND PROSPECTIVE RESIDENTS VIA TELEPHONE, MAIL, EMAIL, AND VIRTUAL CONTACTS USING FACETIME, ZOOM, WEBEX AND SIMILAR VIDEOTELEPHONY TECHNOLOGIES.-DIGITAL EVENTS HAVE BEEN IMPLEMENTED FOR PROSPECTIVE RESIDENTS RELATED TO GENERAL KNOWLEDGE OF KENDAL AT OBERLIN AND THE FINANCIAL CONSIDERATIONS OF A LIFE PLAN COMMUNITY.-REGULAR UPDATES ON SOCIAL MEDIA SITES WITH VIDEOS, INSPIRATIONAL QUOTES AND ARTICLES, INCLUDING RESIDENTS AND PROSPECTS, TO ENGAGE WITH THE EXTERNAL COMMUNITY.-CREATION OF INFORMATIONAL VIDEOS, INCLUDING TOURS OF AVAILABLE APARTMENTS, RESIDENT TESTIMONIALS AND RESIDENT AND STAFF BIOS.-VIRTUAL SUPPORT GROUPS FOR HEALTH CENTER RESIDENCES' FAMILY MEMBERS, COORDINATED WITH SOCIAL WORKERS, ALLOWING FAMILY MEMBERS TO ASK QUESTIONS AND STAY CONNECTED WITH KENDAL AT OBERLIN.FINANCE-TO RECOVER SOME OF THE ADDITIONAL EXPENSES OF COVID-19, KENDAL AT OBERLIN HAS APPLIED FOR APPROPRIATE GRANTS AND LOANS FROM GOVERNMENT AND OTHER SOURCES.-IN COLLABORATION WITH OTHER ORGANIZATIONS IN THE KENDAL SYSTEM, WE HAVE ENGAGED IN GROUP PURCHASING FOR SUPPLIES AND OTHER PURCHASES TO PROVIDE APPROPRIATE LEVELS OF SERVICE TO OUR RESIDENTS AND A SAFE ENVIRONMENT FOR OUR STAFF.-IN 2023, KENDAL AT OBERLIN'S RATING WAS AFFIRMED BY THE FITCH RATING AGENCY AND RECEIVED AN A+ WITH A STABLE OUTLOOK.FOR INFORMATION ABOUT COVID-19 IN OUR GEOGRAPHIC AREA, PLEASE REFER TO:OHIO DEPARTMENT OF HEALTH AT HTTPS://CORONAVIRUS.OHIO.GOV/WPS/PORTAL/GOV/COVID-19 ANDTHE LORAIN COUNTY PUBLIC HEALTH AT HTTPS://WWW.LORAINCOUNTYHEALTH.COM/CORONAVIRUS. FOR KENDAL AT OBERLIN UPDATES, PLEASE REFER TO KAO.KENDAL.ORG/NEWS.

    Expenses $19,623,509 · Grants $319,206 · Revenue $23,585,680

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • VILLARREAL JOAN

    CHAIR

    Total calculated
    $0
    Hours/week
    3

  • STECKER DOMINIQUE

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    3

  • SCHULTZ LIZ

    2ND VICE CHAIR

    Total calculated
    $0
    Hours/week
    3

  • BENJAMIN BARB

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • SOUTHWORTH JACK

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • CHUANG WUU-SHUNG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • CONWAY ROLLIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • DERSTINE ANDRIA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • KONKOLY TOM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • MANDEREN BETSY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • MCIVER ANNETTE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • MONCHEIN ROBERT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • MOORE SCOTT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • OLIN GARY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • SHIFERAW MICHAEL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • STORER DAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • STYER DAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • SUTHERLAND TRACY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • VERHOSKE CARMEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • THOMAS BARBARA

    CHIEF EXEUCTIVE OFFICER

    Total calculated
    $395,475
    From this org
    $375,802
    From related orgs
    $0
    Other
    $19,673
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $352,235
    Bonus
    $23,567
    Other
    $0
    Deferred
    $9,362
    Nontaxable benefits
    $10,311
    Filer's total
    $395,475

  • O'MALLEY ANN

    CHIEF FINANCIAL OFFICER

    Total calculated
    $250,679
    From this org
    $241,534
    From related orgs
    $0
    Other
    $9,145
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $235,963
    Bonus
    $5,571
    Other
    $0
    Deferred
    $7,151
    Nontaxable benefits
    $1,994
    Filer's total
    $250,679

  • TERRELL STACY

    CHIEF HEALTH SERVICES OFFI

    Total calculated
    $195,093
    From this org
    $162,744
    From related orgs
    $0
    Other
    $32,349
    Hours/week
    50 + 3 related

    Schedule J breakdown matched by us

    Base
    $158,324
    Bonus
    $4,420
    Other
    $0
    Deferred
    $5,087
    Nontaxable benefits
    $27,262
    Filer's total
    $195,093

  • MERLENO TONI

    DIRECTOR OF HR & OPER. SER

    Total calculated
    $158,408
    From this org
    $144,144
    From related orgs
    $0
    Other
    $14,264
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $140,694
    Bonus
    $3,450
    Other
    $0
    Deferred
    $4,304
    Nontaxable benefits
    $9,960
    Filer's total
    $158,408

  • PETSAS CHRYSTN

    NURSE PRACTITIONER

    Total calculated
    $150,190
    From this org
    $119,228
    From related orgs
    $0
    Other
    $30,962
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $115,944
    Bonus
    $3,284
    Other
    $0
    Deferred
    $3,815
    Nontaxable benefits
    $27,147
    Filer's total
    $150,190

  • CARRION REYNALDO

    DIRECTOR OF FACILITY SERVI

    Total calculated
    $136,902
    From this org
    $123,301
    From related orgs
    $0
    Other
    $13,601
    Hours/week
    50

  • MILLER JUDITH

    DIRECTOR OF IT / ACCOUNTING

    Total calculated
    $132,028
    From this org
    $115,480
    From related orgs
    $0
    Other
    $16,548
    Hours/week
    50

  • LEEK KIM

    DIRECTOR OF NURSING

    Total calculated
    $119,783
    From this org
    $115,289
    From related orgs
    $0
    Other
    $4,494
    Hours/week
    50

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 · Form 990 of other organizations
  • 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
BONUSES ARE PAID OUT BASED ON PERFORMANCE EVALUATIONS, OVERALL FINANCIAL STATUS OF THE ORGANIZATION, AND SPECIFIC GOALS ACHIEVED BY EACH EMPLOYEE DURING THE YEAR. THE AMOUNT OF THE FINANCIAL AWARD IS EVALUATED AND DETERMINED BY THE BOARD, WHO ALSO UTILIZES COMPARABILITY DATA TO ENSURE OVERALL COMPENSATION IS REASONABLE WHEN COMPARED TO SIMILAR POSITIONS AS SIMILAR ORGANIZATIONS IN THE SAME GEOGRAPHIC REGION. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A RECEIVED A BONUS, THE BONUS WAS INCLUDED IN THEIR 2023 W-2 AND IS INCLUDED ON SCHEDULE J, PART II, COLUMN B(II) WHEN APPLICABLE: BARBARA THOMAS $23,567 ANN O'MALLEY $5,571 STACY TERRELL $4,420 TONI MERLENO $3,450 CHRYSTN PETSAS $3,284 REYNALDO CARRION $2,568 JUDITH MILLER $2,494 KIM LEEK $1,475

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
2023
Filed
1 August 2024
IRS schema version
2023v5.1
Source object
202432159349300408

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