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TO HELP OLDER ADULTS LIVE THEIR BEST LIVES POSSIBLE, HOWEVER THEY DEFINE IT.
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2024
Total Revenue
▼$98.3M
Program Spending
79%
of total expenses go to program services
Total Contributions
$4.7M
Total Expenses
▼$95.7M
Total Assets
$316.8M
Total Liabilities
▼$269.9M
Net Assets
$46.9M
Officer Compensation
→$1.4M
Other Salaries
$36.6M
Investment Income
$10.9M
Fundraising
▼N/A
Tax Year 2024 · Source: IRS Form 990, Schedule I (Grants and Other Assistance)
Total grants awarded: $150K
| Recipient | Location | Amount | Type | Purpose |
|---|---|---|---|---|
BALA PRESBYTERIAN HOME FOUNDATION23-2834398 | LAFAYETTE HILL, PA | $150K | Cash | CAPITAL CONTRIBUTION |
| Total | $150K | |||
LAFAYETTE HILL, PA
$150K
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 |
|---|---|---|---|---|---|
| 2021 | Clean | Unmodified (Clean) | $1.5M | No | 2022-09-13 |
Financial Report
Unmodified (Clean)
Federal Expenditure
$1.5M
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 | $98.3M | $4.7M | $95.7M | $316.8M | $46.9M |
| 2023IRS e-File | $88.3M | $5.2M | $89.6M | $309.4M | $41.7M |
| 2022 | $77.5M | $7.6M | $79.6M | $301.8M | $35.5M |
| 2021 | $66.7M |
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 | |
| 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 |
|---|
| John H Cochrane Iii | President/chief Executive Officer | 3 | $0 | $1.3M | $292.7K | $1.6M |
| Daniel Ogus | Chief Operating Officer | 3 | $0 | $963.8K | $184.1K | $1.1M |
| Andrew Mcdonald | Chief Financial Officer | 3 | $0 | $674.1K | $84.6K | $758.7K |
| Bethany Ghassemi | Chief Legal Officer | 3 | $0 | $587.6K | $71.5K | $659.1K |
| Nick Lindberg | Chief Information Officer | 3 | $0 | $413.1K | $3,983 | $417.1K |
| Randall Stamper | Chair | 1.6 | $0 | $73K | $0 | $73K |
| Alan Griffith | Vice Chair | 0.8 | $0 | $63K | $0 | $63K |
John H Cochrane Iii
President/chief Executive Officer
$1.6M
Hrs/Wk
3
Compensation
$0
Related Orgs
$1.3M
Other
$292.7K
Daniel Ogus
Chief Operating Officer
$1.1M
Hrs/Wk
3
Compensation
$0
Related Orgs
$963.8K
Other
$184.1K
Andrew Mcdonald
Chief Financial Officer
$758.7K
Hrs/Wk
3
Compensation
$0
Related Orgs
$674.1K
Other
$84.6K
Bethany Ghassemi
Chief Legal Officer
$659.1K
Hrs/Wk
3
Compensation
$0
Related Orgs
$587.6K
Other
$71.5K
Nick Lindberg
Chief Information Officer
$417.1K
Hrs/Wk
3
Compensation
$0
Related Orgs
$413.1K
Other
$3,983
Randall Stamper
Chair
$73K
Hrs/Wk
1.6
Compensation
$0
Related Orgs
$73K
Other
$0
Alan Griffith
Vice Chair
$63K
Hrs/Wk
0.8
Compensation
$0
Related Orgs
$63K
Other
$0
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Dennis Gradillas | SVP Revenue | 6 | $0 | $458K | $43.1K | $501K |
| Jennifer S Kappen | SVP Affordable Housing | 3 | $402.8K | $0 | $48.3K | $451.1K |
| Shacasey Rogers | SVP Human Resources | 3 | $0 | $420.8K |
Dennis Gradillas
SVP Revenue
$501K
Hrs/Wk
6
Compensation
$0
Related Orgs
$458K
Other
$43.1K
Jennifer S Kappen
SVP Affordable Housing
$451.1K
Hrs/Wk
3
Compensation
$402.8K
Related Orgs
$0
Other
$48.3K
Shacasey Rogers
SVP Human Resources
$449.9K
Hrs/Wk
3
Compensation
$0
Related Orgs
$420.8K
Other
$29.1K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| G Robert Overhiser Jr | Board Member | 0.8 | $0 | $0 | $0 | $0 |
| H Declan Brown | Board Member | 0.8 | $0 | $63K | $0 | $63K |
| Harry G Dittmann | Board Member | 0.8 | $0 | $0 | $0 | $0 |
| Kenneth Mckeown | Board Member | 0.8 | $0 | $0 | $0 | $0 |
| Rev Dr Nancy E Muth | Board Member | 0.8 | $0 | $0 | $0 | $0 |
| Rev Michelle Holmes | Board Member |
G Robert Overhiser Jr
Board Member
$0
Hrs/Wk
0.8
Compensation
$0
Related Orgs
$0
Other
$0
H Declan Brown
Board Member
$63K
Hrs/Wk
0.8
Compensation
$0
Related Orgs
$63K
Other
$0
Harry G Dittmann
Board Member
$0
Hrs/Wk
0.8
Compensation
$0
Related Orgs
$0
Other
$0
| $3M |
| $68.6M |
| $322.4M |
| $59.5M |
| 2020 | $66.4M | $4.1M | $62.5M | $307M | $56.4M |
| 2019 | $69M | $2.2M | $69.9M | $265.8M | $50.6M |
| 2018 | $75.8M | $2M | $76.9M | $243.7M | $41.3M |
| 2017 | $72.7M | $1.8M | $83.6M | $255.9M | $53.4M |
| 2016 | $68.3M | $1.5M | $72.1M | $243.8M | $56.9M |
| 2015 | $73.2M | $2M | $71.3M | $243.8M | $57.5M |
| 2014 | $68M | $1.8M | $71M | $244.4M | $63.9M |
| 2013 | $62.2M | $2.1M | $66.8M | $243.8M | $69.5M |
| 2012 | $64.9M | $2.5M | $64.8M | $232.3M | $67.6M |
| 2011 | $64.3M | $2.9M | $61.8M | $218.9M | $63.3M |
| 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 | — |
| 2001 | 990 | — |
| 2000 | 990 | — |
| $29.1K |
| $449.9K |
| Anika Hartounian | VP Of Finance | 3 | $0 | $385.6K | $45K | $430.7K |
| Micaella Kim | VP Healthcare Quality & Regulatory | 6 | $0 | $342.1K | $22.7K | $364.8K |
| Lisa Holland | SVP Experience | 4 | $0 | $320.4K | $37.2K | $357.7K |
| Russell Mast | VP Regional Operations | 20 | $321.9K | $0 | $24.4K | $346.3K |
| Dawn Armstrong | VP It Operations | 3 | $0 | $306.2K | $39.1K | $345.3K |
| Philip Chuang | SVP Healthcare Services | 6 | $0 | $308.5K | $28.5K | $336.9K |
| Suzanne Nagel | VP Marketing | 6 | $0 | $284.8K | $50.2K | $335K |
| Vidhi Anderson | Vice President Of Development | 40 | $310K | $0 | $16.4K | $326.4K |
| James Park | SVP Corporate Communication | 3 | $0 | $271.2K | $34.5K | $305.7K |
| Lynn Johnson-Porter | Vp. Philanthropy | 40 | $274.9K | $0 | $26.1K | $301K |
| Sarah B Jolles | Sr Dir. Brand Marketing | 40 | $263K | $0 | $25.8K | $288.8K |
| Cynthia Salgado | VP Corporate Compliance | 3 | $0 | $272K | $15.4K | $287.3K |
| Sara Kelly | Executive Director | 40 | $177.8K | $0 | $36.4K | $214.1K |
| Debra Leo | Director Sales | 40 | $184K | $0 | $29.9K | $213.8K |
| Warren Stellfox | Regional Director Building & Grounds | 40 | $183K | $0 | $23.4K | $206.4K |
| Andrea S Gibson | Executive Director Lpc | 40 | $190.9K | $0 | $9,465 | $200.3K |
Anika Hartounian
VP Of Finance
$430.7K
Hrs/Wk
3
Compensation
$0
Related Orgs
$385.6K
Other
$45K
Micaella Kim
VP Healthcare Quality & Regulatory
$364.8K
Hrs/Wk
6
Compensation
$0
Related Orgs
$342.1K
Other
$22.7K
Lisa Holland
SVP Experience
$357.7K
Hrs/Wk
4
Compensation
$0
Related Orgs
$320.4K
Other
$37.2K
Russell Mast
VP Regional Operations
$346.3K
Hrs/Wk
20
Compensation
$321.9K
Related Orgs
$0
Other
$24.4K
Dawn Armstrong
VP It Operations
$345.3K
Hrs/Wk
3
Compensation
$0
Related Orgs
$306.2K
Other
$39.1K
Philip Chuang
SVP Healthcare Services
$336.9K
Hrs/Wk
6
Compensation
$0
Related Orgs
$308.5K
Other
$28.5K
Suzanne Nagel
VP Marketing
$335K
Hrs/Wk
6
Compensation
$0
Related Orgs
$284.8K
Other
$50.2K
Vidhi Anderson
Vice President Of Development
$326.4K
Hrs/Wk
40
Compensation
$310K
Related Orgs
$0
Other
$16.4K
James Park
SVP Corporate Communication
$305.7K
Hrs/Wk
3
Compensation
$0
Related Orgs
$271.2K
Other
$34.5K
Lynn Johnson-Porter
Vp. Philanthropy
$301K
Hrs/Wk
40
Compensation
$274.9K
Related Orgs
$0
Other
$26.1K
Sarah B Jolles
Sr Dir. Brand Marketing
$288.8K
Hrs/Wk
40
Compensation
$263K
Related Orgs
$0
Other
$25.8K
Cynthia Salgado
VP Corporate Compliance
$287.3K
Hrs/Wk
3
Compensation
$0
Related Orgs
$272K
Other
$15.4K
Sara Kelly
Executive Director
$214.1K
Hrs/Wk
40
Compensation
$177.8K
Related Orgs
$0
Other
$36.4K
Debra Leo
Director Sales
$213.8K
Hrs/Wk
40
Compensation
$184K
Related Orgs
$0
Other
$29.9K
Warren Stellfox
Regional Director Building & Grounds
$206.4K
Hrs/Wk
40
Compensation
$183K
Related Orgs
$0
Other
$23.4K
Andrea S Gibson
Executive Director Lpc
$200.3K
Hrs/Wk
40
Compensation
$190.9K
Related Orgs
$0
Other
$9,465
| 0.8 |
| $0 |
| $63K |
| $0 |
| $63K |
| Rev Randy L Barge | Board Member | 0.8 | $0 | $0 | $0 | $0 |
| William G Young Jr | Board Member (non-voting) | 0.8 | $0 | $0 | $0 | $0 |
Kenneth Mckeown
Board Member
$0
Hrs/Wk
0.8
Compensation
$0
Related Orgs
$0
Other
$0
Rev Dr Nancy E Muth
Board Member
$0
Hrs/Wk
0.8
Compensation
$0
Related Orgs
$0
Other
$0
Rev Michelle Holmes
Board Member
$63K
Hrs/Wk
0.8
Compensation
$0
Related Orgs
$63K
Other
$0
Rev Randy L Barge
Board Member
$0
Hrs/Wk
0.8
Compensation
$0
Related Orgs
$0
Other
$0
William G Young Jr
Board Member (non-voting)
$0
Hrs/Wk
0.8
Compensation
$0
Related Orgs
$0
Other
$0