WARTBURG RESIDENTIAL COMMUNITY INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WARTBURG RESIDENTIAL COMMUNITY INC (EIN 13-3695648)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202313179349311176
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T17:36:09-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE SUITE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133695648 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WARTBURG RESIDENTIAL COMMUNITY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WART | BusinessNameControlTxt |
| Phone | 9146990800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WARTBURG PLACE | AddressLine1Txt |
| City | MOUNT VERNON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10552 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID GENTNER | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 9146990800 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | GENTNER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARRETT M HIGGINS | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2023-11-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID GENTNER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WARTBURG PLACE | AddressLine1Txt |
| City | MOUNT VERNON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10552 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,582,059 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WARTBURG.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH CARE AND LIVING ASSISTANCE TO THE ELDERLY IN THEIR HOMES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,822,610 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,532,752 | CYProgramServiceRevenueAmt |
| PY Investment Income | $44,011 | PYInvestmentIncomeAmt |
| CY Investment Income | $45,307 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$523 | PYOtherRevenueAmt |
| CY Other Revenue | $119 | CYOtherRevenueAmt |
| PY Total Revenue | $2,866,098 | PYTotalRevenueAmt |
| CY Total Revenue | $2,578,178 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,631,488 | PYOtherExpensesAmt |
| CY Other Expenses | $3,211,043 | CYOtherExpensesAmt |
| PY Total Expenses | $3,631,488 | PYTotalExpensesAmt |
| CY Total Expenses | $3,211,043 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$765,390 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$632,865 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,261,821 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,576,047 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,388,307 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,335,114 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,873,514 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,240,933 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HEALTH CARE TO THE COMMUNITY IN THE HOME. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,318,428 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,532,752 | RevenueAmt |
| Desc | THE WARTBURG RESIDENTIAL COMMUNITY IS A LICENSED HOME CARE SERVICES AGENCY PROVIDING TEMPORARY OR ONGOING ASSISTANCE AT HOME TO PEOPLE WITH PERSONAL CARE OR OTHER HEALTH-RELATED NEEDS. EACH PERSON RECEIVES INDIVIDUALLY TAILORED PLAN OF CARE IN CONSULTATION WITH THE PATIENT, FAMILY AND PHYSICIAN. WARTBURG RESIDENTIAL COMMUNITY PROVIDED APPROXIMATELY 87,824 HOURS OF SERVICE TO CLIENTS IN 2022. | Desc |
| Total Program Service Expenses | $2,318,428 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH SESSA | PersonNm |
| Phone | 9146990800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WARTBURG PLACE | AddressLine1Txt |
| City | MOUNT VERNON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10552 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ROBERT RANIERI | ||||||||
| CHAIR | 0.50 | 3.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHAEL HOLDEN | ||||||||
| VICE CHAIR | 0.50 | 3.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| FLOYD V MYERS | ||||||||
| VICE CHAIR | 0.50 | 3.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| THOMAS A ROTH | ||||||||
| SECRETARY | 0.50 | 3.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANDREA ANSORGE | ||||||||
| BOARD MEMBER | 0.50 | 3.50 | Yes (X) | $0 | $0 | $0 | ||
| REV ROBERT BOEHLER | ||||||||
| BOARD MEMBER | 0.50 | 3.50 | Yes (X) | $0 | $0 | $0 | ||
| REV SARAH PAYNE BROWN | ||||||||
| BOARD MEMBER | 0.50 | 3.50 | Yes (X) | $0 | $0 | $0 | ||
| JEANETTE CARLSON | ||||||||
| BOARD MEMBER, THRU 09/2022 | 0.50 | 3.50 | Yes (X) | $0 | $0 | $0 | ||
| MAE R CARPENTER | ||||||||
| BOARD MEMBER | 0.50 | 3.50 | Yes (X) | $0 | $0 | $0 | ||
| JULIET GRAHAM | ||||||||
| BOARD MEMBER | 0.50 | 3.50 | Yes (X) | $0 | $0 | $0 | ||
| NANCY HARDY | ||||||||
| BOARD MEMBER | 0.50 | 3.50 | Yes (X) | $0 | $0 | $0 | ||
| EAMON KELLY | ||||||||
| BOARD MEMBER | 0.50 | 3.50 | Yes (X) | $0 | $0 | $0 | ||
| PHILIP ROTHMAN | ||||||||
| BOARD MEMBER | 0.50 | 3.50 | Yes (X) | $0 | $0 | $0 | ||
| JUDY WILLIAMS-DAVIS | ||||||||
| BOARD MEMBER | 0.50 | 3.50 | Yes (X) | $0 | $0 | $0 | ||
| DAVID J GENTNER | ||||||||
| PRESIDENT | 2.50 | 32.50 | Yes (X) | $0 | $469,722 | $84,177 | ||
| GREGORY POOLE-DAYAN | ||||||||
| COO | 7.60 | 27.40 | Yes (X) | $0 | $250,512 | $30,443 | ||
| JOSEPH SESSA | ||||||||
| CHIEF FINANCIAL OFFICER | 2.50 | 32.50 | Yes (X) | $0 | $265,994 | $30,914 | ||
| ROBERT WELSER | ||||||||
| CIO | 1.10 | 33.90 | Yes (X) | $0 | $177,048 | $31,532 | ||
| DOROTHEA BELL | ||||||||
| VP HUMAN RESOURCES | 7.60 | 27.40 | $0 | $209,829 | $27,825 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,373,105 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $204,891 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEHRER CUMMING | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 THIRD AVENUE 6TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSTRUCTION ADVISORY | ServicesDesc |
| Compensation | $267,500 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PATIENT SERVICE REVENU | 623990 | $2,492,459 | $2,492,459 |
| RENTAL INCOME | 531110 | $40,293 | $40,293 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,532,752 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,307 | TotalRevenueColumnAmt |
| Exclusion | $45,307 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,000 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,881 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $119 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $119 | TotalRevenueColumnAmt |
| Exclusion | $119 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,578,178 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,532,752 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $45,426 | ExclusionAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,184 | TotalAmt |
| Management And General | $3,184 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,875 | TotalAmt |
| Management And General | $23,875 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $350 | TotalAmt |
| Program Services | $350 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,127 | TotalAmt |
| Program Services | $20,376 | ProgramServicesAmt |
| Management And General | $751 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,368 | TotalAmt |
| Program Services | $25,368 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,902 | TotalAmt |
| Program Services | $3,146 | ProgramServicesAmt |
| Management And General | $105,756 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $511 | TotalAmt |
| Program Services | $511 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $895 | TotalAmt |
| Program Services | $895 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $368 | TotalAmt |
| Management And General | $368 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,026 | TotalAmt |
| Management And General | $138,026 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| ALLOCATED PAYROLL AND B | $1,846,438 | $1,635,425 | $211,013 |
| ALLOCATION OF FRINGE BE | $497,333 | $442,028 | $55,305 |
| ALLOCATION OF ADMIN & S | $380,385 | $80,384 | $300,001 |
| RECRUIT AND RETENTION | $109,945 | $109,945 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,336 | TotalAmt |
| Management And General | $54,336 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,211,043 | TotalAmt |
| Program Services | $2,318,428 | ProgramServicesAmt |
| Management And General | $892,615 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,200 | BOYAmt |
| EOY | $1,200 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,304 | BOYAmt |
| EOY | $27,903 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,956 | BOYAmt |
| EOY | $217,626 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,500 | BOYAmt |
| EOY | $1,500 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,905,148 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,776,265 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,937,978 | BOYAmt |
| EOY | $2,128,883 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,756 | BOYAmt |
| EOY | $19,040 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,132,127 | BOYAmt |
| EOY | $4,179,895 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,261,821 | BOYAmt |
| EOY | $6,576,047 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $652,185 | BOYAmt |
| EOY | $429,756 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,755 | BOYAmt |
| EOY | $87,499 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $577,367 | BOYAmt |
| EOY | $1,817,859 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,388,307 | BOYAmt |
| EOY | $2,335,114 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,873,514 | BOYAmt |
| EOY | $4,240,933 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,873,514 | BOYAmt |
| EOY | $4,240,933 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,261,821 | BOYAmt |
| EOY | $6,576,047 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$632,865 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $284 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $850 | CurrentTaxYearMinus3YearsAmt |
| Total | $850 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,498,080 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,486,408 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,245,309 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,822,610 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,532,752 | CurrentTaxYearAmt |
| Total | $15,585,159 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,498,080 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,487,258 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,245,309 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,822,610 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,532,752 | CurrentTaxYearAmt |
| Total | $15,586,009 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $15,586,009 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,910 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,838 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,948 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,311 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,307 | CurrentTaxYearAmt |
| Total | $236,314 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,910 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,838 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,948 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,311 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,307 | CurrentTaxYearAmt |
| Total | $236,314 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,540,990 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,540,096 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,289,257 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,869,921 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,582,059 | CurrentTaxYearAmt |
| Total | $15,822,323 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98510 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98470 | PublicSupportPY509Pct |
| Investment Income CY | 0.01490 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01350 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | INSURANCE SETTLEMENT - MISCELLANEOUS INCOME - CONFERENCE FEES - | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $204,401 | OtherCostOrOtherBasisAmt |
| Book Value | $204,401 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,631,143 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,879,639 | DepreciationAmt |
| Book Value | $1,751,504 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,322 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,322 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $304,756 | OtherCostOrOtherBasisAmt |
| Depreciation | $295,014 | DepreciationAmt |
| Book Value | $9,742 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $744,526 | OtherCostOrOtherBasisAmt |
| Depreciation | $581,290 | DepreciationAmt |
| Book Value | $163,236 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,128,883 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEVELOPMENT FEE RECEIVABLE | $60,394 |
| RENT RECEIVABLE | $382,783 |
| ACCRUED INTEREST RECEIVABLE | $432,749 |
| DUE FROM AFFILIATED COMPANIES | $3,303,969 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,179,895 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATED COMPANIES | $1,717,859 |
| DUE TO THIRD PARTY PAYORS | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,817,859 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,532,339 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $284 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $3,881 | OtherRevenueAmt |
| Revenue Not Reported | $4,165 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,528,174 | RevenueSubtotalAmt |
| Other Revenues Not Included | $50,004 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $50,004 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,578,178 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,164,920 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $3,881 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $3,881 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,161,039 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $50,004 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $50,004 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,211,043 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE RESIDENTIAL COMMUNITY RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE RESIDENTIAL COMMUNITY HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE RESIDENTIAL COMMUNITY IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO DECEMBER 31, 2019. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSE REPORTED ON PART VIII, LINE 6B 3,881. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RECLASS OF BAD DEBT EXPENSE TO PART IX, LINE 24 50,004. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSE REPORTED ON PART VIII, LINE 6B 3,881. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RECLASS OF BAD DEBT EXPENSE TO PART IX, LINE 24 50,004. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID J GENTNER | ||||||||||||||
| PRESIDENT | $0 | $432,416 | $0 | $15,000 | $0 | $22,306 | $0 | $4,743 | $0 | $79,434 | $0 | $553,899 | $0 | $0 |
| JOSEPH SESSA | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $0 | $262,286 | $0 | $0 | $0 | $3,708 | $0 | $2,738 | $0 | $28,176 | $0 | $296,908 | $0 | $0 |
| GREGORY POOLE-DAYAN | ||||||||||||||
| COO | $0 | $241,340 | $0 | $0 | $0 | $9,172 | $0 | $2,445 | $0 | $27,998 | $0 | $280,955 | $0 | $0 |
| DOROTHEA BELL | ||||||||||||||
| VP HUMAN RESOURCES | $0 | $190,882 | $0 | $0 | $0 | $18,947 | $0 | $2,123 | $0 | $25,702 | $0 | $237,654 | $0 | $0 |
| ROBERT WELSER | ||||||||||||||
| CIO | $0 | $174,556 | $0 | $0 | $0 | $2,492 | $0 | $1,796 | $0 | $29,736 | $0 | $208,580 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | COMPENSATION FOR THE PRESIDENT/CEO IS DETERMINED BY THE WARTBURG HOME OF THE EVANGELICAL LUTHERAN CHURCH. THE POLICY IS AS FOLLOWS: THE WARTBURG ALIGNS ITS COMPENSATION PHILOSOPHY WITH THE OVERALL MISSION AND BUSINESS STRATEGY OF THE ORGANIZATION. EMPLOYEES ARE COMPENSATED FAIRLY WITHOUT REGARD TO AGE, SEX, RACE, COLOR, RELIGION, CREED, NATIONAL ORIGIN, DISABILITY (INCLUDING PREGNANCY DISABILITY), VETERAN OR MILITARY STATUS, MARITAL STATUS, SEXUAL ORIENTATION, CITIZENSHIP STATUS, IN ACCORDANCE WITH ALL APPLICABLE LAWS AND REGULATIONS, AND AS OUTLINED IN HUMAN RESOURCE POLICY. THE COMPENSATION PHILOSOPHY IS DESIGNED TO PROVIDE COMPETITIVE COMPENSATION POSITIONING COMPARED TO PEER GROUPS/OTHER HEALTHCARE ORGANIZATIONS SIMILAR IN SIZE AND PROGRAM OFFERING. IT CONSIDERS EXTERNAL MARKET DATA AGAINST INTERNAL STRUCTURE, RECOGNIZES THE UNIQUE RELATIVE VALUE OF EACH FUNCTION, REWARDS, INDIVIDUAL PERFORMANCE, WHILE BEING FINANCIALLY SUSTAINABLE OVER TIME. IT IS REVIEWED ON AN AS NEEDED BASIS BY WARTBURG'S PERSONNEL & COMPENSATION COMMITTEE OF THE BOARD AND IS SUBJECT TO SUCH BUDGETARY CONSIDERATIONS AS BUSINESS CONDITIONS MAY CREATE. THE WARTBURG HAS ENGAGED THE SERVICES OF ASTRON SOLUTIONS, A NATIONAL EMPLOYEE COMPENSATION AND BENEFITS FIRM, TO REVIEW EXECUTIVE AND SENIOR MANAGEMENT COMPENSATION. DATA USED IN DETERMINING MARKET MID RANGE IS DERIVED FROM REPORTS ISSUED BY ASTRON USING REPUTABLE TOP-TIER SURVEY HOUSES AS WELL AS LOCAL, INDUSTRY, AND ASSOCIATION SPECIFIC SOURCES. WORLD AT WORK STANDARDS ARE FOLLOWED IN THE SELECTION AND USE OF THE COMPENSATION SURVEYS TO ASSURE RELIABILITY AND VALIDITY OF DATA SOURCES. IN ADDITION, MARKET DATA IS MATCHED AGAINST JOB CONTENT AND DESCRIPTIONS, NOT JOB TITLES, AND BY THE USE OF WARTBURG'S JOB FACTOR ANALYSIS TOOL. EXEMPTION DECISIONS ARE MADE IN ACCORDANCE WITH FAIR LABOR STANDARD ACT REQUIREMENTS. IT IS OUR ORGANIZATION'S DESIRE TO PAY A COMPETITIVE BASE SALARY ALIGNED TO MARKET VALUE AND TO OFFER A COMPENSATION PACKAGE WHICH INTEGRATES OTHER TOTAL COMPENSATION OFFERINGS SUCH AS PAID TIME OFF, HEALTH COVERAGE, TUITION REIMBURSEMENT, ETC. "COMPETITIVE" IS DEFINED AS MARKET 50TH PERCENTILE. MARKET PARITY/MID RANGE DECISIONS ARE BASED ON FACTORS SUCH AS EDUCATION, SUBJECT EXPERTISE, LEVEL OF PERFORMANCE, AS WELL AS LEVEL OF STRATEGIC IMPACT/VALUE TO THE LONG-TERM GOALS OF THE ORGANIZATION. AS BUSINESS CONDITIONS WARRANT AND BASED ON THE STRATEGIC NEEDS OF THE ORGANIZATION, WITH BOARD APPROVAL, AN EMPLOYEE'S BASE SALARY MAY BE SUPPLEMENTED WITH INCENTIVE-BASED PAY AND/OR OTHER TOTAL COMPENSATION ARRANGEMENTS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF THE CORPORATION IS WARTBURG-MT. VERNON INC. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF DIRECTORS OF THE CORPORATION ARE ELECTED BY THE SOLE MEMBER, WARTBURG-MT. VERNON INC., AT THE ANNUAL MEETING OF THE MEMBER. IN ADDITION, VACANCIES OCCURING ON THE BOARD OF DIRECTORS OF THE CORPORATION, FOR ANY REASON, MAY ONLY BE FILLED BY THE MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7B | ANY DIRECTOR OF THE CORPORATION MAY BE REMOVED AT ANY TIME, WITH OR WITHOUT CAUSE, BY ACTION OF A MAJORITY OF THE ENTIRE BOARD OF DIRECTORS OF THE MEMBER. IN ADDITION, ACTION BY THE VOTE OF AT LEAST TWO-THIRDS OF THE ENTIRE BOARD OF DIRECTORS OF THE CORPORATION AND BY THE CONCURRING VOTE OF TWO-THIRDS OF THE ENTIRE BOARD OF DIRECTORS OF THE MEMBER AT THEIR ANNUAL MEETING, REGULAR MEETING, OR SPECIAL MEETING HELD UPON NOTICE OF THE PROPOSED ACTION SHALL BE REQUIRED FOR: - AMENDMENT OF THE CERTIFICATE OF INCORPORATION OF THE CORPORATION - AMENDMENT OF THE BY-LAWS OF THE CORPORATION - THE SALE, LEASE, EXCHANGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION - MERGER OR CONSOLIDATION OF THE CORPORATION IN ACCORDANCE WITH ARTICLE IX OF THE NOT-FOR-PROFIT CORPORATION LAW - NON-JUDICIAL DISSOLUTION OF THE CORPORATION IN ACCORDANCE WITH ARTICLE X OF THE NOT-FOR-PROFIT CORPORATION LAW - AUTHORIZATION FOR AMENDMENT OF THESE BY-LAWS TO PROVIDE THAT THE QUORUM OR VOTING REQUIREMENT FOR THE TRANSACTION OF ANY ITEM OF BUSINESS BE GREATER THAN THAT WHICH IS REQUIRED BY THE NOT-FOR-PROFIT CORPORATION LAW |
| FORM 990, PART VI, SECTION B, LINE 11B | THE WARTBURG RESIDENTIAL COMMUNITY INC. HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY MANAGEMENT AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT IS ELECTRONICALLY SENT TO THE BOARD MEMBERS OF THE ORGANIZATION FOR ANY COMMENTS. ANY COMMENTS ARE THEN GROUPED, SUMMARIZED AND PROVIDED TO THE OUTSIDE ACCOUNTANTS. EACH ISSUE IS DOCUMENTED AND ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS ADOPTED A CONFLICT OF INTEREST POLICY TO ASSURE A UNIFORM POLICY EXISTS FOR COVERED PERSONS AND THAT EFFECTIVE COMMUNICATION AND DECISION MAKING COURSE REGARDING POTENTIAL CONFLICTS OF INTEREST. COVERED PERSONS, AS DEFINED BY THE POLICY, REFERS TO DIRECTORS AND OFFICERS OF THE ORGANIZATION, AS WELL AS EMPLOYEES, CONSULTANTS AND OTHER PERSONS WHO MAY BE IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE ORGANIZATION?S AFFAIRS. ANNUALLY, COVERED PERSONS ARE REQUIRED TO COMPLETE A FORM "QUESTIONNAIRE CONCERNING FINANCIAL INTERESTS AND AFFIRMATION RE: CONFLICT OF INTEREST POLICY". POTENTIAL CONFLICTS ARE EVALUATED BY THE BOARD OF DIRECTORS OR AN APPROPRIATE COMMITTEE OF THE BOARD. PERSONS IDENTIFIED WITH A CONFLICT MAY BE EXCLUDED FROM VOTING ON/MAKING A DECISION REGARDING A TRANSACTION/ARRANGEMENT WHICH CREATES THE CONFLICT. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S FORM 990 AND FORM 1023 IS AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. IT IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS DID NOT CHANGE FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| THE WARTBURG HOME OF THE EVANGELICAL LUTHERAN CHURCH | |||||||||||
| 1 WARTBURG PLACE | MT VERNON | NY | 10552 | 131740497 | OPERATE A NURSING HOME | NY | 501(C)(3) | LINE 10 | WARTBURG MT VERNON INC | 0 | |
| WARTBURG SENIOR HOUSING INC | |||||||||||
| 1 WARTBURG PLACE | MT VERNON | NY | 10552 | 134043128 | OPERATE AN ASSISTED LIVING FACILITY | NY | 501(C)(3) | LINE 10 | WARTBURG MT VERNON INC | 0 | |
| WARTBURG MT VERNON INC | |||||||||||
| 1 WARTBURG PLACE | MT VERNON | NY | 10552 | 133621265 | SUPPORT SERVICES FOR THE WARTBURG ENTITIES | NY | 501(C)(3) | LINE 12B, II | 0 | N/A | |
| WARTBURG FOUNDATION | |||||||||||
| 1 WARTBURG PLACE | MT VERNON | NY | 10552 | 133621266 | SUPPORT THE WARTBURG ENTITIES | NY | 501(C)(3) | LINE 7 | THE WARTBURG HOME OF THE EVANGELICAL LUTHERN CHURCH | 0 | |
| LOHMAN VILLAGE HOUSING DEVELOPMENT FUND CORPORATION | |||||||||||
| 1 WARTBURG PLACE | MT VERNON | NY | 10552 | 383994147 | OPERATE APARTMENT FACILITY FOR THE ELDERLY | NY | 501(C)(4) | WARTBURG RESIDENTIAL COMMUNITY INC | Yes (1) | ||
| WARTBURG MANAGEMENT SERVICES | |||||||||||
| 1 WARTBURG PLACE | MT VERNON | NY | 10552 | 811903312 | PROVIDE MANAGEMENT AND ADMIN SERVICES TO ADULT CARE FACILITIES | NY | 501(C)(3) | LINE 12B, II | WARTBURG MT VERNON INC | 0 | |
| WARTBURG REALTY INC | |||||||||||
| 1 WARTBURG PLACE | MT VERNON | NY | 10552 | 874772633 | OPERATE APARTMENT FACILITY FOR THE ELDERLY | NY | 501(C)(3) | LINE 10 | WARTBURG MT VERNON INC | 0 | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEDRICHS SUPPORTIVE HOUSING LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WARTBURG PLACE | AddressLine1Txt |
| City | MT VERNON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10522 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453530097 | EIN |
| Primary Activities | APARTMENT COMPLEX FOR LOW-INCOME SENIORS | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEDRICHS HOUSING MM INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | RELATED | PredominantIncomeTypeTxt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| FRIEDRICHS HOUSING MM INC | ||||||||||
| 1 WARTBURG PLACE | MT VERNON | NY | 10552 | 453539822 | MANAGING MEMBER OF FRIEDRICHS SUPPORTIVE HOUSING LLC | NY | THE WARTBURG RESIDENTIAL COMMUNITY INC | C | 1.00000 | Yes (1) |
| WARTBURG FRIEDRICHS HOUSING DEVELOPMENT FUND CORPORATION | ||||||||||
| 1 WARTBURG PLACE | MT VERNON | NY | 10552 | 454205282 | DEVELOP A NONPROFIT HOUSING PROJECT FOR PERSONS OF LOW INCOME | NY | THE WARTBURG RESIDENTIAL COMMUNITY INC | C | 1.00000 | Yes (1) |
| WARTBURG MLTC | ||||||||||
| 1 WARTBURG PLACE | MT VERNON | NY | 10552 | 464047295 | PERFORM STUDIES, SURVEYS AND PLANNING FOR DEVELOPMENT OF MANAGED LT CARE | NY | WARTBURG MT VERNON INC | C | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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