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Nonprofiteer
← THE LEGACY AT NORTH AUGUST INC

Form 990 for tax year 2023

Filed by THE LEGACY AT NORTH AUGUST INC.

Totals

Total revenue
$6,813,031
Total expenses
$9,588,710
Contributions and grants received
$27,383
Grants paid
$0
Program service revenue
$6,303,595
Investment income
$448,314
Other revenue
$33,739
Total assets, end of year
$24,052,613
Total liabilities, end of year
$28,935,130
Net assets or fund balances, end of year
-$4,882,517
Program services expenses (Part IX)
$8,152,732
Management and general expenses
$1,435,978
Fundraising expenses
$0
Program service expenses (Part III)
$8,152,732

Program services were 85.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ROD RONNEBERG

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • LISA SHOAF

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • CYNTHIA WALTERS

    PRESIDENT/CEO

    Total calculated
    $473,114
    From this org
    $0
    From related orgs
    $424,579
    Other
    $48,535
    Hours/week
    7.5 + 32.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $423,547 related
    Bonus
    $0
    Other
    $0 + $1,032 related
    Deferred
    $0 + $14,200 related
    Nontaxable benefits
    $0 + $34,335 related
    Filer's total
    $0 + $473,114 related

  • BILL BIGELOW

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • RICHARD MAZZA

    CHIEF FINANCIAL OFFICER

    Total calculated
    $174,138
    From this org
    $0
    From related orgs
    $156,605
    Other
    $17,533
    Hours/week
    7.5 + 32.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $156,287 related
    Bonus
    $0
    Other
    $0 + $318 related
    Deferred
    $0 + $3,673 related
    Nontaxable benefits
    $0 + $13,860 related
    Filer's total
    $0 + $174,138 related

  • DONNA CASNER

    VICE PRESIDENT FINANCE

    Total calculated
    $215,214
    From this org
    $0
    From related orgs
    $196,575
    Other
    $18,639
    Hours/week
    7.5 + 32.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $191,023 related
    Bonus
    $0 + $5,000 related
    Other
    $0 + $552 related
    Deferred
    $0 + $8,173 related
    Nontaxable benefits
    $0 + $10,466 related
    Filer's total
    $0 + $215,214 related

  • CHERIE LYNN POWERS

    EXECUTIVE DIRECTOR

    Total calculated
    $109,060
    From this org
    $100,656
    From related orgs
    $0
    Other
    $8,404
    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, 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

  • 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 3
THE ORGANIZATION'S CEO IS PAID BY NATIONAL LUTHERAN, INC. NATIONAL LUTHERAN, INC. USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE CEO: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINE 7
BONUSES ARE DETERMINED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD AND ARE BASED ON A VARIETY OF FACTORS SUCH AS WHETHER CAMPUS BUDGETS ARE MET, HOW EACH CAMPUS DOES ON ITS RESPECTIVE ANNUAL NURSING/HEALTH CARE SURVEY, AND HOW EACH SENIOR LEADER DOES IN REACHING HIS OR HER GOALS FOR THE YEAR.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
2 August 2024
IRS schema version
2023v5.1
Source object
202432209349300313

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