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A REPLICABLE MODEL FOR SENIOR LIFE THAT IS FOCUSED ON BRAIN HEALTH, WELLNESS AND PURPOSEFUL LIVING
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2024
Total Revenue
▼$18.9M
Program Spending
80%
of total expenses go to program services
Total Contributions
$3.7M
Total Expenses
▼$15.3M
Total Assets
$50.4M
Total Liabilities
▼$22.9M
Net Assets
$27.5M
Officer Compensation
→$658.6K
Other Salaries
$8.2M
Investment Income
$373.9K
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)
Total Audits
1
Clean Audits
0
Material Weakness
No
Noncompliance Issues
No
| Year | Status | Financial Report | Federal Expenditure | Low Risk | Accepted |
|---|---|---|---|---|---|
| 2021 | Minor Findings | Qualified | $2.1M | No | 2022-09-28 |
Financial Report
Qualified
Federal Expenditure
$2.1M
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 | $18.9M | $3.7M | $15.3M | $50.4M | $27.5M |
| 2023IRS e-File | $17.6M | $4.2M | $13.8M | $46.3M | $23.7M |
| 2022 | $19M | $8.7M | $11.4M | $43.4M | $19.7M |
| 2021 | $14.5M |
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 |
|---|
| Susannah Dwyer | CEO | 40 | $355.4K | $0 | $15.9K | $371.3K |
| Chris Coelho | COO | 40 | $165.1K | $0 | $2,300 | $167.4K |
| Bob Himes | Sen Dir Of Finance | 40 | $107.5K | $0 | $12.4K | $119.9K |
| Michael Shmerling | Chairman | 20 | $0 | $0 | $0 | $0 |
| Donald Holmes | Vice Chairman | 10 | $0 | $0 | $0 | $0 |
| Susan Foxman | Secretary | 6 | $0 | $0 | $0 | $0 |
| Phillip Billington | Treasurer | 3 | $0 | $0 | $0 | $0 |
Susannah Dwyer
CEO
$371.3K
Hrs/Wk
40
Compensation
$355.4K
Related Orgs
$0
Other
$15.9K
Chris Coelho
COO
$167.4K
Hrs/Wk
40
Compensation
$165.1K
Related Orgs
$0
Other
$2,300
Bob Himes
Sen Dir Of Finance
$119.9K
Hrs/Wk
40
Compensation
$107.5K
Related Orgs
$0
Other
$12.4K
Michael Shmerling
Chairman
$0
Hrs/Wk
20
Compensation
$0
Related Orgs
$0
Other
$0
Donald Holmes
Vice Chairman
$0
Hrs/Wk
10
Compensation
$0
Related Orgs
$0
Other
$0
Susan Foxman
Secretary
$0
Hrs/Wk
6
Compensation
$0
Related Orgs
$0
Other
$0
Phillip Billington
Treasurer
$0
Hrs/Wk
3
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 |
|---|---|---|---|---|---|---|
| Marybeth Watson | Senior Director Of Hearthstone Institute | 40 | $153.1K | $0 | $18.8K | $172K |
| Donna Finto-Burks | Sen Dir Of Clinical Care | 40 | $139.8K | $0 | $12.4K | $152.2K |
| Angela Farmer | Sen Dir Of Human Resources | 40 | $122.7K | $0 | $12.8K | $135.4K |
| Judy Given | Dir Of Campus Development | 40 |
Marybeth Watson
Senior Director Of Hearthstone Institute
$172K
Hrs/Wk
40
Compensation
$153.1K
Related Orgs
$0
Other
$18.8K
Donna Finto-Burks
Sen Dir Of Clinical Care
$152.2K
Hrs/Wk
40
Compensation
$139.8K
Related Orgs
$0
Other
$12.4K
Angela Farmer
Sen Dir Of Human Resources
$135.4K
Hrs/Wk
40
Compensation
$122.7K
Related Orgs
$0
Other
$12.8K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Abby Trotter | Director | 1 | $0 | $0 | $0 | $0 |
| Bernard A Pargh | Director | 1 | $0 | $0 | $0 | $0 |
| Bill Purcell | Director | 1 | $0 | $0 | $0 | $0 |
| Brenda Wynn | Director | 1 | $0 | $0 | $0 | $0 |
| James Shmerling | Director | 1 | $0 | $0 | $0 | $0 |
| John Hassenfeld | Director |
Abby Trotter
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Bernard A Pargh
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Bill Purcell
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
| $5.2M |
| $10.8M |
| $36.2M |
| $11.7M |
| 2020 | $11.6M | $1.5M | $11.5M | $34.5M | $7.6M |
| 2019 | $11.1M | $1.6M | $11.7M | $34.9M | $7.4M |
| 2018 | $11M | $1.9M | $10.9M | $34.6M | $8M |
| 2017 | $10.7M | $1.3M | $10.3M | $34.4M | $7.8M |
| 2016 | $9.2M | $459.3K | $9.9M | $35.5M | $7.5M |
| 2015 | $7.3M | $1.3M | $7.4M | $37.2M | $8.2M |
| 2014 | $6.4M | $1.2M | $5.8M | $30M | $8.3M |
| 2013 | $6.9M | $2M | $4.6M | $22.2M | $7.7M |
| 2012 | $4.6M | $756.5K | $4.1M | $20.2M | $5.4M |
| 2011 | $5.4M | $2.1M | $3.9M | $18.7M | $5M |
| 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-EZ | — |
| $113.3K |
| $0 |
| $8,218 |
| $121.5K |
| Amanda Hansen | Senior Director Of Development | 40 | $119.5K | $0 | $707 | $120.2K |
Judy Given
Dir Of Campus Development
$121.5K
Hrs/Wk
40
Compensation
$113.3K
Related Orgs
$0
Other
$8,218
Amanda Hansen
Senior Director Of Development
$120.2K
Hrs/Wk
40
Compensation
$119.5K
Related Orgs
$0
Other
$707
| 1 |
| $0 |
| $0 |
| $0 |
| $0 |
| Katie Crumbo | Director | 1 | $0 | $0 | $0 | $0 |
| Kim Campbell | Director | 1 | $0 | $0 | $0 | $0 |
| Mary Kate Mouser | Director | 1 | $0 | $0 | $0 | $0 |
| Mina Johnson | Director | 1 | $0 | $0 | $0 | $0 |
| Ron Corbin | Director | 1 | $0 | $0 | $0 | $0 |
| Ryan Moses | Director | 1 | $0 | $0 | $0 | $0 |
| Saurabh Sinha | Director | 1 | $0 | $0 | $0 | $0 |
| Scott Burns | Director | 1 | $0 | $0 | $0 | $0 |
Brenda Wynn
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
James Shmerling
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
John Hassenfeld
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Katie Crumbo
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Kim Campbell
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Mary Kate Mouser
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Mina Johnson
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Ron Corbin
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Ryan Moses
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Saurabh Sinha
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Scott Burns
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0