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Continuing care retirement community
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2024
Total Revenue
▼$37M
Program Spending
71%
of total expenses go to program services
Total Contributions
$396K
Total Expenses
▼$33.6M
Total Assets
$190.6M
Total Liabilities
▼$201.9M
Net Assets
-$11.3M
Officer Compensation
→N/A
Other Salaries
$12.7M
Investment Income
$3.4M
Fundraising
▼N/A
Source: USAspending.gov
No federal awards found for this organization.
USAspending.gov tracks federal grants, cooperative agreements, and other financial assistance. Not all nonprofits receive federal funding.
Source: Federal Audit Clearinghouse (fac.gov)
No federal single audit records found for this organization.
Single audits are required for entities expending $750,000+ in federal awards annually.
Tax Year 2024 · Source: IRS e-Filed Form 990Schedule J available
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Yes
Deductibility code: PC
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2024IRS e-File | $37M | $396K | $33.6M | $190.6M | -$11.3M |
| 2023IRS e-File | $28.9M | $166.3K | $30.4M | $178M | -$16.3M |
| 2022 | $24.4M | $4,750 | $25M | $169.3M | -$16.9M |
| 2021 | $23.5M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
| Tax Year | Form Type | Source | Documents |
|---|---|---|---|
| 2024 | 990 | IRS e-File | PDF not yet published by IRSView Filing → |
| 2023 | 990 | DataIRS e-File | PDF not yet published by IRSView Filing → |
| 2022 | 990 | DataIRS e-File |
Financial data: IRS e-Filed Form 990 (Tax Year 2024)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2024)
Organization info: IRS Business Master File
Tax-deductibility: IRS Publication 78
| Total |
|---|
| Philip Jean | CEO | 40 | $463.9K | $0 | $21.1K | $485K |
| Frank Chessa | Chair | 4 | $0 | $0 | $0 | $0 |
| Adrian Kurre | Vice Chair | 4 | $0 | $0 | $0 | $0 |
| Karen Hart | Treasurer | 4 | $0 | $0 | $0 | $0 |
| Stephen Brooks | Secretary | 4 | $0 | $0 | $0 | $0 |
| Nancy Magee | Secretary (end 10/2024) | 4 | $0 | $0 | $0 | $0 |
Philip Jean
CEO
$485K
Hrs/Wk
40
Compensation
$463.9K
Related Orgs
$0
Other
$21.1K
Frank Chessa
Chair
$0
Hrs/Wk
4
Compensation
$0
Related Orgs
$0
Other
$0
Adrian Kurre
Vice Chair
$0
Hrs/Wk
4
Compensation
$0
Related Orgs
$0
Other
$0
Karen Hart
Treasurer
$0
Hrs/Wk
4
Compensation
$0
Related Orgs
$0
Other
$0
Stephen Brooks
Secretary
$0
Hrs/Wk
4
Compensation
$0
Related Orgs
$0
Other
$0
Nancy Magee
Secretary (end 10/2024)
$0
Hrs/Wk
4
Compensation
$0
Related Orgs
$0
Other
$0
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Richard Ashley | Finance Director | 40 | $238.5K | $0 | $24.5K | $263K |
| Leanne Fiet | COO | 40 | $239.1K | $0 | $19.7K | $258.9K |
| Andrea Killiard | Marketing Director | 40 | $222K | $0 | $18.8K |
Richard Ashley
Finance Director
$263K
Hrs/Wk
40
Compensation
$238.5K
Related Orgs
$0
Other
$24.5K
Leanne Fiet
COO
$258.9K
Hrs/Wk
40
Compensation
$239.1K
Related Orgs
$0
Other
$19.7K
Andrea Killiard
Marketing Director
$240.8K
Hrs/Wk
40
Compensation
$222K
Related Orgs
$0
Other
$18.8K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Brian O'Coin | Director (start 8/2024) | 2 | $0 | $0 | $0 | $0 |
| David Kunhardt | Director | 2 | $0 | $0 | $0 | $0 |
| Dawn Harmon | Director | 2 | $0 | $0 | $0 | $0 |
| Jonathan Roderick | Director | 2 | $0 | $0 | $0 | $0 |
| Kerry Peabody | Director (start 10/2024) | 2 | $0 | $0 | $0 | $0 |
| Kim Donnelly | Director (end 4/2024) |
Brian O'Coin
Director (start 8/2024)
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
David Kunhardt
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Dawn Harmon
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
| $348.9K |
| $23.2M |
| $140.5M |
| -$12.2M |
| 2020 | $24.9M | $2.2M | $22.7M | $114.6M | -$13.8M |
| 2019 | $22.7M | $16.2K | $21.7M | $114.9M | -$15.8M |
| 2018 | $20.7M | $993 | $20.8M | $107.8M | -$19.3M |
| 2017 | $18.6M | $24K | $17.9M | $109.4M | -$15.5M |
| 2016 | $15.4M | $10.3K | $17M | $105.3M | -$17.2M |
| 2015 | $16.6M | $4,256 | $16.7M | $98.9M | -$17M |
| 2014 | $15.1M | $7,145 | $16.5M | $94.3M | -$16.5M |
| 2013 | $18.5M | $41.7K | $16.5M | $94.5M | $3.7M |
| 2012 | $17.4M | $125.6K | $15.8M | $91.1M | -$1.4M |
| 2011 | $16.3M | $58.6K | $15.2M | $83.9M | -$4.3M |
| 2021 | 990 | Data |
| 2020 | 990 | Data | PDF not yet published by IRS |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2006 | 990 | — |
| 2005 | 990 | — |
| 2004 | 990 | — |
| 2003 | 990 | — |
| 2002 | 990 | — |
| 2001 | 990 | — |
| $240.8K |
| Peter Sullivan | Chief Nursing Officer | 40 | $168.6K | $0 | $23.4K | $192K |
| Marc Gregoire | Facilities Director | 40 | $174.3K | $0 | $13.1K | $187.4K |
Peter Sullivan
Chief Nursing Officer
$192K
Hrs/Wk
40
Compensation
$168.6K
Related Orgs
$0
Other
$23.4K
Marc Gregoire
Facilities Director
$187.4K
Hrs/Wk
40
Compensation
$174.3K
Related Orgs
$0
Other
$13.1K
| 2 |
| $0 |
| $0 |
| $0 |
| $0 |
| Marilyn Gugliucci | Director | 2 | $0 | $0 | $0 | $0 |
| Megan Walton | Director (start 10/2024) | 2 | $0 | $0 | $0 | $0 |
| Michael Patterson | Director | 2 | $0 | $0 | $0 | $0 |
| Michael Wood | Director | 2 | $0 | $0 | $0 | $0 |
| Richard Betz | Director | 2 | $0 | $0 | $0 | $0 |
| Robert Lively | Director | 2 | $0 | $0 | $0 | $0 |
| Susan Doliner | Director (start 10/2024) | 2 | $0 | $0 | $0 | $0 |
| Wesley Ridlon | Director (start 10/2024) | 2 | $0 | $0 | $0 | $0 |
Jonathan Roderick
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Kerry Peabody
Director (start 10/2024)
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Kim Donnelly
Director (end 4/2024)
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Marilyn Gugliucci
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Megan Walton
Director (start 10/2024)
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Michael Patterson
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Michael Wood
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Richard Betz
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Robert Lively
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Susan Doliner
Director (start 10/2024)
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Wesley Ridlon
Director (start 10/2024)
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0