Form 990 for tax year 2022
Filed by HORACE MANN EDUCATIONAL ASSOCIATES INC.
Totals
- Total revenue
- $42,653,007
- Total expenses
- $41,512,300
- Contributions and grants received
- $553,787
- Grants paid
- $0
- Program service revenue
- $41,737,476
- Investment income
- $405,501
- Other revenue
- -$43,757
- Total assets, end of year
- $30,833,490
- Total liabilities, end of year
- $14,483,268
- Net assets or fund balances, end of year
- $16,350,222
- Program services expenses (Part IX)
- $36,006,272
- Management and general expenses
- $4,815,824
- Fundraising expenses
- $690,204
- Program service expenses (Part III)
- $36,006,272
Program services were 86.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
KATIE HAUSER
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
KATIE GOODE
FIRST VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
MARK O'REILLY
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
CARLA CATALDO
CLERK
- Total calculated
- $0
- Hours/week
- 2
-
KRISTINE BIAGIOTTI-BRIDGE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
KEVIN R GOULD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
CHARLENE MCENTEE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
JAYA PANDEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
MICHAEL J QUINK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
MICHAEL SHERIDAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
DARREN TONG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
PATRICIA VINTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
STEVE WALLACE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
DANIEL WEIR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
RON ZULLO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
JULE NOACK
CEO & PRESIDENT
- Total calculated
- $320,628
- From this org
- $320,628
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $291,470
- Bonus
- $0
- Other
- $29,158
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $320,628
-
NANCY MCDONALD
CFO
- Total calculated
- $245,292
- From this org
- $245,292
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $223,422
- Bonus
- $0
- Other
- $21,870
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $245,292
-
MICHELE MAYER
CLO
- Total calculated
- $190,275
- From this org
- $190,275
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $171,180
- Bonus
- $0
- Other
- $19,095
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $190,275
-
LUIS JORGE
VP
- Total calculated
- $231,427
- From this org
- $231,427
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $217,155
- Bonus
- $0
- Other
- $14,272
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $231,427
-
DOUGLAS MACPHERSON
VP
- Total calculated
- $170,953
- From this org
- $170,953
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $161,216
- Bonus
- $0
- Other
- $9,737
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $170,953
-
RONALD BARNES
VP
- Total calculated
- $163,947
- From this org
- $160,203
- From related orgs
- $0
- Other
- $3,744
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $159,641
- Bonus
- $0
- Other
- $562
- Deferred
- $0
- Nontaxable benefits
- $3,744
- Filer's total
- $163,947
-
MICHELLE DONOHUE
SR. VP
- Total calculated
- $208,948
- From this org
- $190,241
- From related orgs
- $0
- Other
- $18,707
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $175,818
- Bonus
- $0
- Other
- $14,423
- Deferred
- $0
- Nontaxable benefits
- $18,707
- Filer's total
- $208,948
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 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 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 4B
- THE ORGANIZATION MAINTAINS A NON-QUALIFIED RETIREMENT PLAN UNDER SECTION 457(F) FOR CERTAIN MANAGEMENT EMPLOYEES. THE PLAN IS FUNDED THROUGH BOTH EMPLOYEE AND EMPLOYER CONTRIBUTIONS. THE ASSETS OF THE 457(F) PLAN ARE INVESTED IN A COMBINATION OF FIXED RATE ANNUITY INVESTMENT ACCOUNTS AND MUTUAL FUNDS IN THE ORGANIZATION'S NAME WITH THE PLAN'S TRUSTEE. THESE ASSETS ARE INCLUDED IN INVESTMENTS AND OTHER LONG-TERM LIABILITIES ON THE STATEMENTS OF FINANCIAL POSITION.
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.
-
501(C)(3) · PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. · MA
Directly controlled by ADVOCATES INC
-
501(C)(3) · PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. · MA
Directly controlled by ADVOCATES INC
-
501(C)(3) · PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. · MA
Directly controlled by ADVOCATES INC
-
ADVOCATES NATICK VILLAGE CORPORATION
501(C)(3) · PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. · MA
Directly controlled by ADVOCATES INC
-
ADVOCATESALLIANCE VERNON ST CORPORATION
501(C)(3) · PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. · MA
Directly controlled by ADVOCATES INC
-
501(C)(3) · PROVIDE COMMUNITY RESIDENCES TO LOW INCOME INDIV. WITH DISABILITIES. · MA
Directly controlled by ADVOCATES INC
-
BEHAVIORAL HEALTH MANAGEMENT SOLUTIONS INC
501(C)(4) · PROVIDES BEHAVIORAL HEALTH SERVICES. · MA
Directly controlled by ADVOCATES INC
-
501(C)(3) · PROVIDES COMM. PROG. FOR PEOPLE WITH PSYCHIATRIC ILLNESS AND/OR DEV. DIS. · MA
-
501(C)(3) · COUNSELING, SUPPORT · MA
Directly controlled by ADVOCATES INC
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.
-
C · PROVIDES MANAGEMENT INFORMATION SYSTEMS CONSULTING SERVICES. · MA
Directly controlled by BEHAVIORAL HEALTH MANAGEMENT
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 8 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202441369349312699
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