WARTBURG SENIOR HOUSING INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: WARTBURG SENIOR HOUSING INC (EIN 13-4043128)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-11-15
IRS object ID: 202533209349300773
Schema version: 2024v5.2
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-11-15T20:32:21-06:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	331374517	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	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	134043128	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WARTBURG SENIOR HOUSING 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	MT 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	2025-11-15	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

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	MELISSA MODELSON	PreparerPersonNm
PTIN	P01603524	PTIN
Phone	9143818900	PhoneNum
Preparation	2025-11-15	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

Field	Value	IRS element (for citing)
Business Name Line1	MEADOWVIEW AT THE WARTBURG	BusinessNameLine1Txt

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	MT VERNON	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10552	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$8,236,833	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	1998	FormationYr
Legal Domicile State	NY	LegalDomicileStateCd
Activity Or Mission	TO PROVIDE ASSISTED LIVING TO THE ELDERLY.	ActivityOrMissionDesc
Voting Members Governing Body	14	VotingMembersGoverningBodyCnt
Voting Members Independent	14	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	15	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$78,000	PYContributionsGrantsAmt
CY Contributions Grants	$76,000	CYContributionsGrantsAmt
PY Program Service Revenue	$8,230,110	PYProgramServiceRevenueAmt
CY Program Service Revenue	$8,026,920	CYProgramServiceRevenueAmt
PY Investment Income	$67,605	PYInvestmentIncomeAmt
CY Investment Income	$54,865	CYInvestmentIncomeAmt
PY Other Revenue	$80,273	PYOtherRevenueAmt
CY Other Revenue	$71,741	CYOtherRevenueAmt
PY Total Revenue	$8,455,988	PYTotalRevenueAmt
CY Total Revenue	$8,229,526	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	$8,287,532	PYOtherExpensesAmt
CY Other Expenses	$8,765,618	CYOtherExpensesAmt
PY Total Expenses	$8,287,532	PYTotalExpensesAmt
CY Total Expenses	$8,765,618	CYTotalExpensesAmt
PY Revenues Less Expenses	$168,456	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$536,092	CYRevenuesLessExpensesAmt
Total Assets BOY	$20,853,246	TotalAssetsBOYAmt
Total Assets EOY	$22,766,121	TotalAssetsEOYAmt
Total Liabilities BOY	$11,034,936	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$13,483,903	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$9,818,310	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$9,282,218	NetAssetsOrFundBalancesEOYAmt
Mission	TO PROVIDE ASSISTED LIVING TO THE ELDERLY.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$6,861,518	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$8,026,920	RevenueAmt
Desc	THE WARTBURG SENIOR HOUSING INCLUDES A 88 UNIT ASSISTED LIVING FACILITY FOR ELDERLY INDIVIDUALS AND A 15 BED MEMORY CARE CENTER. THE ASSISTED LIVING FACILITY INCLUDES PROGRAMS FOR SOCIAL AND RECREATIONAL SERVICES ALONG WITH RESTAURANT-STYLE MEALS. THE MEMORY CARE CENTER IS WHERE RESIDENTS WITH MODERATE DEMENTIA / ALZHEIMER'S CAN LIVE PRODUCTIVELY AND SAFELY.	Desc
Total Program Service Expenses	$6,861,518	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	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	Yes (1)	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	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	17	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	14	GoverningBodyVotingMembersCnt
Independent Voting Member	14	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

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JOSEPH SESSA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	9146990800	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	WARTBURG PLACE	AddressLine1Txt
City	MT VERNON	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10552	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (18 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
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
MARGARET ANDERSON
BOARD MEMBER	0.50	3.50	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
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 THRU AUG 2024	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
BONNIE SCHWARTZ
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	4.29	30.71		Yes (X)	$0	$522,110	$90,025
JOSEPH SESSA
CHIEF FINANCIAL OFFICER	4.29	30.71		Yes (X)	$0	$286,224	$31,020
ROBERT WELSER
CIO	1.80	33.20		Yes (X)	$0	$182,593	$5,508

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$990,927	TotReportableCompRltdOrgAmt
Total Other Compensation	$126,553	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	MORRISON MANAGEMENT SPECIALISTS	BusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	400 NORTHRIDGE ROAD SUITE 600	AddressLine1Txt
City	SANDY SPRINGS	CityNm
State Abbreviation	GA	StateAbbreviationCd
ZIP	30368	ZIPCd

Field	Value	IRS element (for citing)
Services	FOOD SERVICES DISTRIBUTOR	ServicesDesc
Compensation	$468,533	CompensationAmt

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	1	CntrctRcvdGreaterThan100KCnt
Related Organizations	$75,000	RelatedOrganizationsAmt
All Other Contributions	$1,000	AllOtherContributionsAmt
Total Contributions	$76,000	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	RESIDENT SERVICES	Desc
Business	623000	BusinessCd
Total Revenue Column	$8,026,920	TotalRevenueColumnAmt
Related Or Exempt Func Income	$8,026,920	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$8,026,920	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,979	TotalRevenueColumnAmt
Exclusion	$2,979	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$51,886	TotalRevenueColumnAmt
Exclusion	$51,886	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$24,720	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$7,307	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$17,413	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$17,413	TotalRevenueColumnAmt
Exclusion	$17,413	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt
INSURANCE PROCEEDS	900099	$41,517	$41,517
TELEPHONE SERVICES REV	900099	$12,171	$12,171
MEALS REVENUE	900099	$640	$640

Field	Value	IRS element (for citing)
Other Revenue Total	$54,328	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$8,229,526	TotalRevenueColumnAmt
Related Or Exempt Func Income	$8,026,920	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$126,606	ExclusionAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$27,611	TotalAmt
Program Services	$27,611	ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$507	TotalAmt
Management And General	$507	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$53,500	TotalAmt
Management And General	$53,500	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$688	TotalAmt
Management And General	$688	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$308,843	TotalAmt
Program Services	$307,003	ProgramServicesAmt
Management And General	$1,840	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$204,949	TotalAmt
Program Services	$160,859	ProgramServicesAmt
Management And General	$44,090	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$66,691	TotalAmt
Management And General	$66,691	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$296,628	TotalAmt
Program Services	$296,628	ProgramServicesAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,960	TotalAmt
Program Services	$1,960	ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$1,034	TotalAmt
Management And General	$1,034	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$314,181	TotalAmt
Program Services	$314,181	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$722,092	TotalAmt
Program Services	$722,092	ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
ALLOCATED SALARIES AND	$5,505,500	$4,583,184	$922,316
ALLOCATION OF DEPT. EXP	$439,603	$69,999	$369,604
FOOD AND CATERING	$294,286	$293,517	$769
LOSS ON BOND DEFEASANCE	$288,580		$288,580

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$238,965	TotalAmt
Program Services	$84,484	ProgramServicesAmt
Management And General	$154,481	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$8,765,618	TotalAmt
Program Services	$6,861,518	ProgramServicesAmt
Management And General	$1,904,100	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$1,750	BOYAmt
EOY	$715,622	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$1,875,019	BOYAmt
EOY	$401,336	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$276,790	BOYAmt
EOY	$278,971	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$2,492	BOYAmt
EOY	$32,741	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$22,514,748	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$14,057,186	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$8,852,472	BOYAmt
EOY	$8,457,562	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$893,298	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$8,951,425	BOYAmt
EOY	$12,879,889	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$20,853,246	BOYAmt
EOY	$22,766,121	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$1,103,184	BOYAmt
EOY	$1,269,005	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$75,429	BOYAmt
EOY	$78,720	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$6,305,961	BOYAmt
EOY	$0	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$505,552	BOYAmt
EOY	$398,887	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$8,144,829	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$3,044,810	BOYAmt
EOY	$3,592,462	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$11,034,936	BOYAmt
EOY	$13,483,903	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	$9,818,310	BOYAmt
EOY	$9,282,218	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$9,818,310	BOYAmt
EOY	$9,282,218	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$20,853,246	BOYAmt
EOY	$22,766,121	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$536,092	ReconcilationRevenueExpnssAmt
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 Minus4 Years	$362,785	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$266,072	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$50,000	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$78,000	CurrentTaxYearMinus1YearAmt
Current Tax Year	$76,000	CurrentTaxYearAmt
Total	$832,857	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$7,744,176	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$8,000,072	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$8,996,947	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$8,230,110	CurrentTaxYearMinus1YearAmt
Current Tax Year	$8,026,920	CurrentTaxYearAmt
Total	$40,998,225	TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

Field	Value	IRS element (for citing)
Current Tax Year	$12,811	CurrentTaxYearAmt
Total	$12,811	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$8,106,961	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$8,266,144	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$9,046,947	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$8,308,110	CurrentTaxYearMinus1YearAmt
Current Tax Year	$8,115,731	CurrentTaxYearAmt
Total	$41,843,893	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	$41,843,893	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$42,947	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$46,637	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$93,939	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$88,235	CurrentTaxYearMinus1YearAmt
Current Tax Year	$79,585	CurrentTaxYearAmt
Total	$351,343	TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$42,947	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$46,637	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$93,939	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$88,235	CurrentTaxYearMinus1YearAmt
Current Tax Year	$79,585	CurrentTaxYearAmt
Total	$351,343	TotalAmt

Other Income509 OtherIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$8,945	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$10,979	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$120,978	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$62,755	CurrentTaxYearMinus1YearAmt
Current Tax Year	$41,517	CurrentTaxYearAmt
Total	$245,174	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$8,158,853	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$8,323,760	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$9,261,864	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$8,459,100	CurrentTaxYearMinus1YearAmt
Current Tax Year	$8,236,833	CurrentTaxYearAmt
Total	$42,440,410	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.98590	PublicSupportCY509Pct
Public Support PY509	0.98680	PublicSupportPY509Pct
Investment Income CY	0.00830	InvestmentIncomeCYPct
Investment Income PY	0.00790	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	TELEPHONE SERVICES REVENUE - 2020 AMOUNT: $ 8,945. 2021 AMOUNT: $ 10,979. 2022 AMOUNT: $ 13,636. 2023 AMOUNT: $ 12,159. MEALS REVENUE - 2023 AMOUNT: $ 738. INSURANCE PROCEEDS - 2022 AMOUNT: $ 107,342. 2023 AMOUNT: $ 49,858. 2024 AMOUNT: $ 41,517.	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Agent Trustee Etc	0	AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab	Yes (1)	InclEscrowCustodialAcctLiabInd
Explanation Provided	Yes (X)	ExplanationProvidedInd

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$20,828,028	OtherCostOrOtherBasisAmt
Depreciation	$12,813,737	DepreciationAmt
Book Value	$8,014,291	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,222,974	OtherCostOrOtherBasisAmt
Depreciation	$1,147,963	DepreciationAmt
Book Value	$75,011	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$463,746	OtherCostOrOtherBasisAmt
Depreciation	$95,486	DepreciationAmt
Book Value	$368,260	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$8,457,562	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDesc	Book ValueBookValueAmt
DUE FROM AFFILIATED COMPANIES	$12,843,589
SECURITY DEPOSITS	$36,300

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$12,879,889	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	DUE TO AFFILIATED COMPANIES	Desc
Amt	$3,592,462	Amt

Field	Value	IRS element (for citing)
Total Liability	$3,592,462	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$8,052,394	TotalRevEtcAuditedFinclStmtAmt
Other Revenue	$7,307	OtherRevenueAmt
Revenue Not Reported	$7,307	RevenueNotReportedAmt
Revenue Subtotal	$8,045,087	RevenueSubtotalAmt
Investment Expenses Not Incld	$688	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$183,751	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$184,439	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$8,229,526	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$8,588,486	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$7,307	OtherExpensesIncludedAmt
Expenses Not Reported	$7,307	ExpensesNotReportedAmt
Expenses Subtotal	$8,581,179	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$688	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$183,751	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$184,439	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$8,765,618	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART IV, LINE 2B:	RESIDENTS' FUNDS ARE HELD BY SENIOR HOUSING ON BEHALF OF THE RESIDENTS. SUCH FUNDS REPRESENT ALLOWANCES RECEIVED BY RESIDENTS AS WELL AS OTHER RESIDENTS' FUNDS DEPOSITED WITH SENIOR HOUSING. THESE FUNDS ARE DISBURSED BY SENIOR HOUSING AT THE REQUEST OF, OR ON BEHALF OF, RESIDENTS FOR THEIR PERSONAL USE.
PART X, LINE 2:	SENIOR HOUSING RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT SENIOR HOUSING HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. SENIOR HOUSING IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO 2021.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	RENT EXPENSES REPORTED ON PART VIII, LINE 6B 7,307.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	RECLASS OF BAD DEBT EXPENSE TO PART IX, LINE 24 142,234. RECLASS OF INSURANCE PROCEEDS TO PART VIII, LINE 11 41,517.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	RENT EXPENSES REPORTED ON PART VIII, LINE 6B 7,307.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	RECLASS OF BAD DEBT EXPENSE TO PART IX, LINE 24 142,234. RECLASS OF INSURANCE PROCEEDS TO PART VIII, LINE 11 41,517.

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 (3 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	$491,458	$0	$20,000	$0	$10,652	$0	$5,274	$0	$84,751	$0	$612,135	$0	$0
JOSEPH SESSA
CHIEF FINANCIAL OFFICER	$0	$277,572	$0	$0	$0	$8,652	$0	$2,892	$0	$28,128	$0	$317,244	$0	$0
ROBERT WELSER
CIO	$0	$180,101	$0	$0	$0	$2,492	$0	$1,824	$0	$3,684	$0	$188,101	$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 ORGANIZATION 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 OCCURRING 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	WARTBURG SENIOR HOUSING 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 ARE 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 RESIDENTIAL COMMUNITY INC
1 WARTBURG PLACE	MT VERNON	NY	10552	133695648	PROVIDE HEALTHCARE SERVICES TO THE ELDERLY	NY	501(C)(3)	LINE 10	WARTBURG MT VERNON INC	0
WARTBURG SENIOR HOUSING
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 FOUNDATION
1 WARTBURG PLACE	MT VERNON	NY	10552	133621266	SUPPORT THE WARTBURG ENTITIES	NY	501(C)(3)	LINE 7	WARTBURG MT VERNON INC	Yes (1)
WARTBURG MT VERNON INC
1 WARTBURG PLACE	MT VERNON	NY	10552	133621265	SUPPORT SERVICES FOR THE WARTBURG ENTITITES	NY	501(C)(3)	LINE 12B, II		0	N/A
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
LOHMAN VILLAGE HOUSING DEVELOPMENT FUND CORPORATION
1 WARTBURG PLACE	MT VERNON	NY	10552	383994147	INDEPENDENT LIVING FACILITY FOR THE ELDERLY	NY	501(C)(4)		WARTBURG RESIDENTIAL COMMUNITY INC	0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Predominant Income TypePredominantIncomeTypeTxt	Disproportionate AllocationsDisproportionateAllocationsInd	General Or Managing PartnerGeneralOrManagingPartnerInd
FRIEDRICHS SUPPORTIVE HOUSING LLC
1 WARTBURG PLACE	MT VERNON	NY	10522	453530097	APARTMENT COMPLEX FOR LOW-INCOME SENIORS	NY	WARTBURG RESIDENTIAL COMMUNITY INC	RELATED	0	0
WALTEMADE MM LLC
1 WARTBURG PLACE	MT VERNON	NY	10522	994608513	APARTMENT COMPLEX FOR LOW-INCOME SENIORS	NY	WARTBURG RESIDENTIAL COMMUNITY INC	RELATED	0	0
WALTEMADE OWNER LLC
1 WARTBURG PLACE	MT VERNON	NY	10522	994589323	APARTMENT COMPLEX FOR LOW-INCOME SENIORS	NY	WARTBURG RESIDENTIAL COMMUNITY INC	RELATED	0	0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	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	0
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	0
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
WALTEMADE HDFC
1 WARTBURG PLACE	MT VERNON	NY	10552	331348041	DEVELOP A NONPROFIT HOUSING PROJECT FOR PERSONS OF LOW INCOME	NY	THE WARTBURG RESIDENTIAL COMMUNITY 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	Yes (1)	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	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	Yes (1)	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (1)	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	Yes (1)	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd