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OWN AND OPERATE A CONTINUING CARE RETIREMENT COMMUNITY.
Source: IRS Form 990 (Tax Year 2025)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2024
Total Revenue
▼$37.6M
Program Spending
91%
of total expenses go to program services
Total Contributions
$269.3K
Total Expenses
▼$38.3M
Total Assets
$179.8M
Total Liabilities
▼$107.2M
Net Assets
$72.6M
Officer Compensation
→$978.1K
Other Salaries
$13.4M
Investment Income
$2.2M
Fundraising
▼$13.5K
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
1
Material Weakness
No
Noncompliance Issues
No
| Year | Status | Financial Report | Federal Expenditure | Low Risk | Accepted |
|---|---|---|---|---|---|
| 2022 | Clean | Unmodified (Clean) | $765.2K | No | 2023-01-12 |
Financial Report
Unmodified (Clean)
Federal Expenditure
$765.2K
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 | $37.6M | $269.3K | $38.3M | $179.8M | $72.6M |
| 2023IRS e-File | $35.4M | $1.3M | $35.6M | $159.6M | $71.9M |
| 2022 | $49.5M | $3.4M | $33.3M | $142.5M | $67.1M |
| 2021 | $34.3M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
| Tax Year | Form Type | Source | Documents |
|---|---|---|---|
| 2025 | 990 | IRS e-File | PDF not yet published by IRSView Filing → |
| 2024 | 990 | DataIRS e-File | PDF not yet published by IRSView Filing → |
| 2023 | 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 |
|---|
| Jeremy Vickers | Chief Executive Officer | 40 | $363.1K | $0 | $48.4K | $411.5K |
| Abby Loftus | Chief Financial Officer | 40 | $215.8K | $0 | $34.6K | $250.4K |
| Bob Kreider | Treasurer | 2 | $0 | $0 | $0 | $0 |
| Marianne Johnston Esq | Recording Secretary | 2 | $0 | $0 | $0 | $0 |
| Scott Jones | Associate Clerk | 2 | $0 | $0 | $0 | $0 |
| Naoji Moriuchi | Clerk | 4 | $0 | $0 | $0 | $0 |
Jeremy Vickers
Chief Executive Officer
$411.5K
Hrs/Wk
40
Compensation
$363.1K
Related Orgs
$0
Other
$48.4K
Abby Loftus
Chief Financial Officer
$250.4K
Hrs/Wk
40
Compensation
$215.8K
Related Orgs
$0
Other
$34.6K
Bob Kreider
Treasurer
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Marianne Johnston Esq
Recording Secretary
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Scott Jones
Associate Clerk
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Naoji Moriuchi
Clerk
$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 |
|---|---|---|---|---|---|---|
| James C D'Amico | Medical Director | 40 | $281.2K | $0 | $26.7K | $307.9K |
| Jeffery Ranalli | Physician | 40 | $235.3K | $0 | $27.1K | $262.3K |
| Julie Marini | Manager Of Sales | 40 | $135.6K | $0 | $39.3K |
James C D'Amico
Medical Director
$307.9K
Hrs/Wk
40
Compensation
$281.2K
Related Orgs
$0
Other
$26.7K
Jeffery Ranalli
Physician
$262.3K
Hrs/Wk
40
Compensation
$235.3K
Related Orgs
$0
Other
$27.1K
Julie Marini
Manager Of Sales
$174.9K
Hrs/Wk
40
Compensation
$135.6K
Related Orgs
$0
Other
$39.3K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Diane Symcak | Trustee | 2 | $0 | $0 | $0 | $0 |
| Francis Melroy | Trustee Until 10/2024 | 2 | $0 | $0 | $0 | $0 |
| Marlene E Hall | Trustee | 2 | $0 | $0 | $0 | $0 |
| Richard Cleaver | Trustee | 2 | $0 | $0 | $0 | $0 |
| Richard W Bell Jr | Trustee | 2 | $0 | $0 | $0 | $0 |
| Walter L Evans | Trustee |
Diane Symcak
Trustee
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Francis Melroy
Trustee Until 10/2024
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Marlene E Hall
Trustee
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
| $1.1M |
| $33.2M |
| $142M |
| $64.3M |
| 2020 | $37.2M | $1.1M | $33.8M | $122.8M | $46.8M |
| 2019 | $35.3M | $272.3K | $33.2M | $123.6M | $51.5M |
| 2018 | $36M | $307.3K | $33M | $120M | $52.2M |
| 2017 | $34.3M | $535.4K | $32.1M | $117.4M | $48.4M |
| 2016 | $33.4M | $428.3K | $31.2M | $109.3M | $43.1M |
| 2015 | $34.5M | $1.3M | $30.4M | $105.8M | $43.8M |
| 2014 | $34.8M | $1.5M | $28.9M | $97.8M | $39.5M |
| 2013 | $34.3M | $5.5M | $27.8M | $90.2M | $33.7M |
| 2012 | $27.8M | $179.9K | $27.6M | $80.9M | $24.6M |
| 2011 | $29.4M | $389.7K | $29.4M | $81.9M | $24.2M |
| 2022 | 990 | Data |
| 2021 | 990 | Data |
| 2020 | 990 | Data |
| 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 | — |
| $174.9K |
| Lisa A Heinkel | Director Of Health Services | 40 | $155.5K | $0 | $15.1K | $170.6K |
| Terry Fazio | Nurse Practitioner | 40 | $135.1K | $0 | $25.6K | $160.6K |
| Russell W Pepe | Information Technology Manager | 40 | $128.4K | $0 | $18.1K | $146.5K |
Lisa A Heinkel
Director Of Health Services
$170.6K
Hrs/Wk
40
Compensation
$155.5K
Related Orgs
$0
Other
$15.1K
Terry Fazio
Nurse Practitioner
$160.6K
Hrs/Wk
40
Compensation
$135.1K
Related Orgs
$0
Other
$25.6K
Russell W Pepe
Information Technology Manager
$146.5K
Hrs/Wk
40
Compensation
$128.4K
Related Orgs
$0
Other
$18.1K
| 2 |
| $0 |
| $0 |
| $0 |
| $0 |
Richard Cleaver
Trustee
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Richard W Bell Jr
Trustee
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Walter L Evans
Trustee
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0