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THE ORGANIZATION OPERATES A NON-PROFIT CONTINUING CARE RETIREMENT COMMUNITY, INCLUDING INDEPENDENT APARTMENTS, PERSONAL CARE APARTMENTS, AND A SKILLED NURSING FACILITY.
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2024
Total Revenue
▼$20.7M
Program Spending
74%
of total expenses go to program services
Total Contributions
$24.1K
Total Expenses
▼$19.2M
Total Assets
$60.6M
Total Liabilities
▼$38.7M
Net Assets
$21.9M
Officer Compensation
→$202.3K
Other Salaries
$8M
Investment Income
$1.3M
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: Not confirmed
No additional tax-exempt status records found in ReconForce's database.
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2024IRS e-File | $20.7M | $24.1K | $19.2M | $60.6M | $21.9M |
| 2023IRS e-File | $19.6M | $51.5K | $18.1M | $56.7M | $19.8M |
| 2022 | $18.6M | $66.1K | $16.9M | $53.6M | $16.6M |
| 2021 | $18.9M |
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
| Total |
|---|
| Jeff Petty | Chair | 1 | $0 | $717.1K | $26.4K | $743.5K |
| Shelley Ballet | Secretary/treasurer | 1 | $0 | $291.5K | $21.7K | $313.2K |
| Lynne Dukert | Executive Director | 40 | $202.3K | $0 | $0 | $202.3K |
Jeff Petty
Chair
$743.5K
Hrs/Wk
1
Compensation
$0
Related Orgs
$717.1K
Other
$26.4K
Shelley Ballet
Secretary/treasurer
$313.2K
Hrs/Wk
1
Compensation
$0
Related Orgs
$291.5K
Other
$21.7K
Lynne Dukert
Executive Director
$202.3K
Hrs/Wk
40
Compensation
$202.3K
Related Orgs
$0
Other
$0
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Sharon Margulies | Director Of Residential Sales | 40 | $165.5K | $0 | $15.4K | $180.9K |
| Thomas Richards | Registered Nurse | 40 | $136.2K | $0 | $15.5K | $151.7K |
| Yuehhsia Chen | Registered Nurse | 46.4 | $130.7K | $0 | $15.8K | $146.5K |
| Kathleen Pinzka | Dir Personal Care & Resident Svcs | 40 |
Sharon Margulies
Director Of Residential Sales
$180.9K
Hrs/Wk
40
Compensation
$165.5K
Related Orgs
$0
Other
$15.4K
Thomas Richards
Registered Nurse
$151.7K
Hrs/Wk
40
Compensation
$136.2K
Related Orgs
$0
Other
$15.5K
Yuehhsia Chen
Registered Nurse
$146.5K
Hrs/Wk
46.4
Compensation
$130.7K
Related Orgs
$0
Other
$15.8K
| $1.4M |
| $16.3M |
| $54.5M |
| $18.2M |
| 2020 | $18.2M | $829K | $15.6M | $49.9M | $14.5M |
| 2019 | $17.2M | $0 | $17.2M | $48.1M | $11M |
| 2018 | $17.1M | $0 | $16.2M | $46M | $8.7M |
| 2017 | $17.1M | $0 | $14.8M | $46.2M | $9.4M |
| 2016 | $15.6M | $0 | $15.1M | $34.2M | $6.5M |
| 2015 | $15M | $0 | $14.9M | $34.5M | $5.3M |
| 2014 | $15.2M | $177.3K | $14.6M | $35.3M | $5.9M |
| 2013 | $15.3M | $110 | $15.9M | $35.1M | $5.7M |
| 2012 | $15.1M | $10.4K | $13.5M | $36.5M | $5.3M |
| 2011 | $14.3M | $12.3K | $13.7M | $33.5M | $3.1M |
| 2021 | 990 | Data |
| 2020 | 990 | Data |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data | PDF not yet published by IRS |
| 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 | — |
| $111.8K |
| $0 |
| $14.7K |
| $126.5K |
| Anthony Pellitta | Dir Facility Operations | 40 | $108.7K | $0 | $14.9K | $123.6K |
Kathleen Pinzka
Dir Personal Care & Resident Svcs
$126.5K
Hrs/Wk
40
Compensation
$111.8K
Related Orgs
$0
Other
$14.7K
Anthony Pellitta
Dir Facility Operations
$123.6K
Hrs/Wk
40
Compensation
$108.7K
Related Orgs
$0
Other
$14.9K