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Nonprofiteer
← ASCENSION LIVING ALEXIAN VILLAGE MILWAUKEE

Form 990 for tax year 2022

Filed by ASCENSION LIVING ALEXIAN VILLAGE MILWAUKEE.

Totals

Total revenue
$15,176,426
Total expenses
$33,601,766
Contributions and grants received
$132,400
Grants paid
$0
Program services expenses (Part IX)
$27,276,459
Management and general expenses
$6,325,307
Fundraising expenses
$0
Program service expenses (Part III)
$27,276,459

Program services were 81.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BRAD S FOLEY

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • DAVID J BORDO MD

    DIRECTOR

    Total calculated
    $673,260
    From this org
    $0
    From related orgs
    $624,450
    Other
    $48,810
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $454,537 related
    Bonus
    $0 + $142,500 related
    Other
    $0 + $27,413 related
    Deferred
    $0 + $19,825 related
    Nontaxable benefits
    $0 + $28,985 related
    Filer's total
    $0 + $673,260 related

  • KAREN LAUER

    DIRECTOR

    Total calculated
    $43,252
    From this org
    $0
    From related orgs
    $37,121
    Other
    $6,131
    Hours/week
    0 + 50 related

  • DANIEL STRICKER

    PRESIDENT & CEO, ASCENSION LIVING (END 8/2022)

    Total calculated
    $901,205
    From this org
    $0
    From related orgs
    $875,500
    Other
    $25,705
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $321,543 related
    Bonus
    $0 + $283,444 related
    Other
    $0 + $270,513 related
    Deferred
    $0 + $6,296 related
    Nontaxable benefits
    $0 + $19,409 related
    Filer's total
    $0 + $901,205 related

  • LISA ANN MUSGRAVE MHA BSN RN

    SENIOR VP, POST-ACUTE AND AT-HOME SERVICES

    Total calculated
    $389,034
    From this org
    $0
    From related orgs
    $363,090
    Other
    $25,944
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $307,600 related
    Bonus
    $0 + $40,000 related
    Other
    $0 + $15,490 related
    Deferred
    $0 + $14,725 related
    Nontaxable benefits
    $0 + $11,219 related
    Filer's total
    $0 + $389,034 related

  • MICHAEL ROBERT GORDON

    CFO, ASCENSION LIVING

    Total calculated
    $480,973
    From this org
    $0
    From related orgs
    $438,596
    Other
    $42,377
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $330,092 related
    Bonus
    $0 + $100,980 related
    Other
    $0 + $7,524 related
    Deferred
    $0 + $19,825 related
    Nontaxable benefits
    $0 + $22,552 related
    Filer's total
    $0 + $480,973 related

  • KENDRA WORDS

    EXECUTIVE DIRECTOR

    Total calculated
    $198,159
    From this org
    $173,827
    From related orgs
    $0
    Other
    $24,332
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $157,172
    Bonus
    $16,320
    Other
    $335
    Deferred
    $6,787
    Nontaxable benefits
    $17,545
    Filer's total
    $198,159

  • BRIAN HENDERSON RN

    DIRECTOR OF NURSING

    Total calculated
    $144,864
    From this org
    $138,158
    From related orgs
    $0
    Other
    $6,706
    Hours/week
    50

  • ELSA ALLSCHWANG RN

    RN, LONG TERM CARE

    Total calculated
    $107,474
    From this org
    $104,833
    From related orgs
    $0
    Other
    $2,641
    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 — 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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
A RELATED ORGANIZATION OF THE FILING ORGANIZATION USES ONE OR MORE OF THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -COMPENSATION SURVEY OR STUDY, AND -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PLEASE REFER TO THE FORM 990, PART VI, LINE 15A DISCLOSURE IN SCHEDULE O FOR ADDITIONAL DETAILS ON HOW COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL IS ESTABLISHED.
Schedule J, Part I, Line 4a Severance or change-of-control payment
THE FOLLOWING INDIVIDUAL(S) RECEIVED SEVERANCE PAYMENTS FROM THE ORGANIZATION OR A RELATED ORGANIZATION DURING THE CALENDAR YEAR 2022: DANIEL STRICKER - $203,846
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
ELIGIBLE EXECUTIVES PARTICIPATE IN A PROGRAM THAT PROVIDES FOR SUPPLEMENTAL RETIREMENT BENEFITS. THE PAYMENT OF BENEFITS UNDER THE PROGRAM, IF ANY, IS ENTIRELY DEPENDENT UPON THE FACTS AND CIRCUMSTANCES UNDER WHICH THE EXECUTIVE TERMINATES EMPLOYMENT WITH THE ORGANIZATION. BENEFITS UNDER THE PROGRAM ARE UNFUNDED AND NON-VESTED. DUE TO THE SUBSTANTIAL RISK OF FORFEITURE PROVISION, THERE IS NO GUARANTEE THAT THESE EXECUTIVES WILL EVER RECEIVE ANY BENEFIT UNDER THE PROGRAM. ANY AMOUNT ULTIMATELY PAID UNDER THE PROGRAM TO THE EXECUTIVE IS REPORTED AS COMPENSATION ON FORM 990, SCHEDULE J, PART II, COLUMN B IN THE YEAR PAID. NO INDIVIDUALS RECEIVED CURRENT YEAR DISTRIBUTIONS.

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
2022
Filed
13 May 2024
IRS schema version
2022v5.0
Source object
202411349349308191

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