Nonprofit · EIN 13-3621265
WARTBURG MT VERNON INC
Tax-exempt · MT VERNON, NY 10552
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $748,489 | $3,426,305 | -$2,677,816 | $31,011,384 | $33,969,951 | -$2,958,567 |
| December 31, 2023 | 990 | $180 | $215,847 | -$215,667 | $27,242,647 | $27,523,398 | -$280,751 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $735,187
- Investment income
- $13,302
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $82,300
- Occupancy
- $209,012
- Depreciation
- $419,315
- Program services (functional)
- $3,091,462
- Management and general (functional)
- $334,843
Balance sheet and other
- Total assets, start of year
- $27,242,647
- Total assets, end of year
- $31,011,384
- Total liabilities, end of year
- $33,969,951
- Net assets, end of year
- -$2,958,567
- Land, buildings and equipment
- $27,894,591
- Net assets without donor restrictions
- -$2,958,567
- Gross receipts
- $748,489
- Employees
- 0
- Volunteers
- 15
- Year formed
- 1991
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAVID J GENTNER | PRESIDENT Officer | 10 | $0 | $522,110 | $90,025 |
| JOSEPH SESSA | CHIEF FINANCIAL OFFICER Officer | 10 | $0 | $286,224 | $31,020 |
| ROBERT RANIERI | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| MICHAEL HOLDEN | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| FLOYD V MYERS | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| THOMAS A ROTH | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| MARGARET ANDERSON | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| ANDREA ANSORGE | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| REV ROBERT BOEHLER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| REV SARAH PAYNE BROWN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| MAE R CARPENTER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| JULIET GRAHAM | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| NANCY HARDY | BOARD MEMBER THRU AUG 2024 Trustee or director | 0.5 | $0 | $0 | $0 |
| EAMON KELLY | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| PHILIP ROTHMAN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BONNIE SCHWARTZ | BOARD MEMBER Trustee or director | 0.5 | $0 |
| JUDY WILLIAMS-DAVIS | BOARD MEMBER Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAVID J GENTNER | PRESIDENT/CEO Officer | 10 | $0 | $490,343 | $84,352 |
| JOSEPH SESSA | CFO Officer | 10 | $0 | $286,337 | $30,864 |
| ROBERT RANIERI | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| FLOYD V MYERS | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| MICHAEL HOLDEN | VICE CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| MR THOMAS A ROTH | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| MARGARET ANDERSON | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| ANDREA ANSORGE | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| REV ROBERT BOEHLER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| REV SARAH PAYNE BROWN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| MS MAE R CARPENTER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| JULIET GRAHAM | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| NANCY HARDY | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| EAMON KELLY | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| PHILIP ROTHMAN | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| BONNIE SCHWARTZ | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| JUDY WILLIAMS-DAVIS | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- WARTBURG PLACE, MT VERNON, NY 10552-0000
- Principal officer (990 for 2024)
- DAVID GENTNER, WARTBURG PLACE, MT VERNON, NY 10552
- Signed the 990
- DAVID GENTNER, PRESIDENT/CEO
- Phone
- (914) 699-0800
- Website
- WWW.THEWARTBURG.ORG
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY LLC
Mission
TO DEVELOP POLICIES AND PLANS TO INCREASE COORDINATION AMONG ORGANIZATIONS WHICH PROVIDE CARE TO THE AGED AND INFIRM, AND TO ENHANCE THE QUALITY AND COST EFFECTIVENESS OF SERVICES PROVIDED BY SUCH ORGANIZATIONS.TO PROMOTE THE PURPOSES AND GOALS OF SECTION 509(A)(1) AND SECTION 509(A)(2) ORGANIZATIONS WHICH PROVIDE CARE TO THE AGED AND INFIRM AND OTHER NOT-FOR-PROFIT CORPORATIONS ORGANIZED FOR SIMILAR OR RELATED CHARITABLE PURPOSES.TO SUPPORT AND BENEFIT THE PROVISION OF CARE OF, INCLUDING SUPPORT SERVICES FOR, THE AGED AND INFIRM IN THE STATE OF NEW YORK AND SURROUNDING AREAS.
Program accomplishments
- BERKEMEIER LIVING CENTER, LOCATED IN MT VERNON, NEW YORK, IS A STATE-OF-THE-ART MEMORY CARE FACILITY THAT FEATURES 64 RESIDENCES, 32 PRIVATE SUITES AND 32 COMPANION SUITES, AND FOCUSES ON PROVIDING RESOURCES TO THOSE AFFECTED BY ALZHEIMER'S DISEASE AND DEMENTIA. THE STAFF HAS BEEN DEDICATED TO SERVING THOSE WITH MEMORY ISSUES, ENSURING A LIFE OF COMFORT, DIGNITY, AND JOY.Expenses $3,091,462 · revenue $735,187
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 13-3621265
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1992
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $31,011,384
- Income (IRS master file)
- $748,489
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $748,489 | $3,426,305 | $31,011,384 | XML |
| 990 | December 2023 | $180 | $215,847 | $27,242,647 | XML |
| 990 | December 2022 | $20 | $65,104 | $22,854,596 | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-3621265).
Questions about WARTBURG MT VERNON INC
- What is the EIN of WARTBURG MT VERNON INC?
- The employer identification number (EIN) of WARTBURG MT VERNON INC is 13-3621265.
- Is WARTBURG MT VERNON INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to WARTBURG MT VERNON INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does WARTBURG MT VERNON INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WARTBURG MT VERNON INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WARTBURG MT VERNON INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of WARTBURG MT VERNON INC?
- The 990 for the year ended December 31, 2024 names DAVID GENTNER.
- Who are the officers and directors of WARTBURG MT VERNON INC?
- The 990 for the year ended December 31, 2024 lists 17 people; 0 received compensation from the organization.
- How much revenue does WARTBURG MT VERNON INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $748,489, expenses of $3,426,305 and total assets of $31,011,384 at year end.
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- BOYS & GIRLS CLUB OF MOUNT VERNON NY INC EIN 13-1739925 · last filed 990 for 2025
- MONTFORT ACADEMY EIN 13-4037507 · last filed 990 for 2025
- MOUNT VERNON FEDERATION OF TEACHERS WELFARE FUND EIN 23-7167874 · last filed 990 for 2025
- MT VERNON DAY CARE CENTER INC EIN 13-1740005 · last filed 990 for 2023
- LANSDOWNE YONKERS FOOTBALL CLUB INC EIN 35-2621535 · last filed 990 for 2024