- Revenue 2024
- $32,161,762
- Expenses 2024
- $31,232,764
Program services were 84.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- P750
- Classification
- 1000
- Street
- 2230 N TRIPHAMMER RD
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
MARY PAT DOLAN
CHAIR
- Total calculated
- $0
- Hours/week
- 4
-
DAVINA DESNOES
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
WILLIAM CRANE
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
LUCY STALEY
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
ANDREW SIMKIN
SECRETARY (UNTIL APRIL 2024)
- Total calculated
- $0
- Hours/week
- 2
-
CHARLES ACKERMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
JOHANNA ANDERSON
BOARD MEMBER (UNTIL APRIL 2024)
- Total calculated
- $0
- Hours/week
- 2
-
PETER DUGO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
JUDITH EHREN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
MARY ANN ERICKSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
GEORGE FERRARI JR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
JUSTINA FETTERLY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
JEFFREY LAYTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
JOE MAREANE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
ALAN MATHIOS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
STEPHEN NUNLEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
ALAN PEDERSEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
JEFFREY PENOYER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
SUSAN SALAHSHOR
BOARD MEMBER (UNTIL APRIL 2024)
- Total calculated
- $0
- Hours/week
- 2
-
CHRISTINE SHEPPARD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
HELEN TALTY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
DONALD WILSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
SONIA RUCKER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
LAURIE MANTE
EXECUTIVE DIRECTOR
- Total calculated
- $412,416
- From this org
- $342,255
- From related orgs
- $0
- Other
- $70,161
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $340,975
- Bonus
- $500
- Other
- $780
- Deferred
- $34,770
- Nontaxable benefits
- $35,391
- Filer's total
- $412,416
-
GREGORY SOMMERS
CHIEF FINANCIAL OFFICER
- Total calculated
- $272,299
- From this org
- $223,375
- From related orgs
- $0
- Other
- $48,924
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $222,375
- Bonus
- $1,000
- Other
- $0
- Deferred
- $22,668
- Nontaxable benefits
- $26,256
- Filer's total
- $272,299
The first 25 listed. 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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $32,161,762
- Expenses
- $31,232,764
- Contributions
- $200,141
- Grants paid
- $90,922
-
2023
- Revenue
- $29,635,088
- Expenses
- $29,271,367
- Contributions
- $134,517
- Grants paid
- $97,364
-
2022
- Revenue
- $28,207,105
- Expenses
- $28,403,627
- Contributions
- $149,232
- Grants paid
- $126,600
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Grants made
No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.
Grants received
-
2024 EMPLOYEE APPRECIATION
-
2022 EMPLOYEE APPRECIATION
-
2023 EMPLOYEE APPRECIATION
-
2023 HEALTH & HUMAN SERV. - HEALTH
-
2024 $1,000 FOR RESIDENTS' ACTIVITIES FUND, $10,000 FOR EMPLOYEE APPRECIATION FUND, $2,500 FOR EMPLOYEE FUTURE FUND, $1,000 FOR THANKSGIVING FUND
-
2022 GENERAL SUPPORT
-
2023 For grant recipient's exempt purposes
-
$10,000
2022 WORKFORCE CHALLENGES FOCUSING ON DEIB
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2024 return
-
501(C)(3) · OPERATE CCRC · OH
-
501(C)(3) · OPERATE CCRC · VA
-
501(C)(3) · OPERATE CCRC · NH
-
501(C)(3) · OPERATE SKILLED AND ASSISTED LIVING HOME · PA
-
501(C)(3) · DEVELOP AND PROVIDE SUPPORT SERVICES FOR CCRCS · DE
-
501(C)(3) · MANAGE CHARITABLE CONTRIBUTIONS TO PRIMARILY BENEFIT AFFILIATES · DE
-
501(C)(3) · PROVIDE SUPPORT SERVICES TO KENDAL CCRCS IN NY · NY
-
501(C)(3) · OPERATE CCRC · NY
-
501(C)(3) · OPERATE OVER-55 COMMUNITY · MA
-
501(C)(3) · OPERATE CONTINUING CARE AT HOME PROGRAM · OH
-
501(C)(3) · OPERATE CCRC · MD
-
501(C)(3) · OPERATE CCRC · OH
-
501(C)(3) · OPERATE CCRC · CA
Declared as related by
-
LEXINGTON RETIREMENT COMMUNITY INC
On its 2025 return
-
On its 2025 return
-
On its 2025 return
-
On its 2024 return
-
On its 2024 return
-
On its 2024 return
-
On its 2024 return
-
KENDAL AT SONOMA A ZEN INSPIRED COMMUNITY
On its 2024 return
-
On its 2023 return
-
On its 2023 return
-
CHANDLER HALL HEALTH SERVICES INC
On its 2022 return
-
COLLINGTON EPISCOPAL LIFE CARE COMMUNITY INC
On its 2022 return
-
On its 2022 return
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 10 September 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.