Nonprofit · EIN 13-4043128
WARTBURG SENIOR HOUSING INC
Tax-exempt · MT VERNON, NY 10552
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $8,229,526 | $8,765,618 | -$536,092 | $22,766,121 | $13,483,903 | $9,282,218 |
| December 31, 2023 | 990 | $8,455,988 | $8,287,532 | $168,456 | $20,853,246 | $11,034,936 | $9,818,310 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $76,000
- Program service revenue
- $8,026,920
- Investment income
- $54,865
- Net rental income
- $17,413
- Tax-exempt bond proceeds
- $51,886
- Other revenue
- $71,741
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $507
- Accounting fees
- $53,500
- Occupancy
- $296,628
- Travel
- $1,960
- Depreciation
- $722,092
- Program services (functional)
- $6,861,518
- Management and general (functional)
- $1,904,100
Balance sheet and other
- Total assets, start of year
- $20,853,246
- Total assets, end of year
- $22,766,121
- Total liabilities, end of year
- $13,483,903
- Net assets, end of year
- $9,282,218
- Land, buildings and equipment
- $8,457,562
- Net assets without donor restrictions
- $9,282,218
- Gross receipts
- $8,236,833
- Employees
- 0
- Volunteers
- 15
- Year formed
- 1998
- 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 | 4.29 | $0 | $522,110 | $90,025 |
| JOSEPH SESSA | CHIEF FINANCIAL OFFICER Officer | 4.29 | $0 | $286,224 | $31,020 |
| ROBERT WELSER | CIO Officer | 1.8 | $0 | $182,593 | $5,508 |
| 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 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHILIP ROTHMAN | BOARD MEMBER Trustee or director | 0.5 | $0 |
| 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: 19 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAVID J GENTNER | PRESIDENT Officer | 5.9 | $0 | $490,343 | $84,352 |
| JOSEPH SESSA | CHIEF FINANCIAL OFFICER Officer | 5.9 | $0 | $286,337 | $30,864 |
| ROBERT WELSER | CIO Officer | 1.8 | $0 | $180,835 | $23,968 |
| GREGORY POOLE-DAYAN | COO, THRU MARCH 2023 Officer | 4 | $0 | $64,010 | $7,095 |
| 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 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
- In care of
- % DAVID ARDITTI
- 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.WARTBURG.ORG
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY LLC
Mission
TO PROVIDE ASSISTED LIVING TO THE ELDERLY.
Program accomplishments
- 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.Expenses $6,861,518 · revenue $8,026,920
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
- 13-4043128
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22)
- Assets (IRS master file)
- $22,766,121
- Income (IRS master file)
- $8,236,833
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $8,229,526 | $8,765,618 | $22,766,121 | IRS |
| 990 | December 2023 | $8,455,988 | $8,287,532 | $20,853,246 | XML |
| 990 | December 2022 | $9,252,336 | $7,829,186 | $21,453,392 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 13-4043128).
Questions about WARTBURG SENIOR HOUSING INC
- What is the EIN of WARTBURG SENIOR HOUSING INC?
- The employer identification number (EIN) of WARTBURG SENIOR HOUSING INC is 13-4043128.
- Is WARTBURG SENIOR HOUSING INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to WARTBURG SENIOR HOUSING INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WARTBURG SENIOR HOUSING 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 SENIOR HOUSING 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 SENIOR HOUSING 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 SENIOR HOUSING INC?
- The 990 for the year ended December 31, 2024 names DAVID GENTNER.
- Who are the officers and directors of WARTBURG SENIOR HOUSING INC?
- The 990 for the year ended December 31, 2024 lists 18 people; 0 received compensation from the organization.
- How much revenue does WARTBURG SENIOR HOUSING INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $8,229,526, expenses of $8,765,618 and total assets of $22,766,121 at year end.
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