Nonprofit · EIN 16-1529379
IVES HILL RETIREMENT COMMUNITY INC
Tax-exempt · WATERTOWN, NY 13601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,360,214 | $2,193,100 | $167,114 | $10,167,665 | $10,457,887 | -$290,222 |
| December 31, 2023 | 990 | $2,596,854 | $2,061,202 | $535,652 | $12,375,114 | $10,606,340 | $1,768,774 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $4,905
- Program service revenue
- $2,217,769
- Investment income
- $0
- Other revenue
- $137,540
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $576,340
- Salaries, compensation and benefits (total)
- $805,807
- Professional fundraising fees
- $0
- Legal fees
- $1,456
- Occupancy
- $263,391
- Travel
- $347
- Depreciation
- $413,751
- Program services (functional)
- $1,392,234
- Management and general (functional)
- $800,866
Balance sheet and other
- Total assets, start of year
- $10,149,004
- Total assets, end of year
- $10,167,665
- Total liabilities, end of year
- $10,457,887
- Net assets, end of year
- -$290,222
- Land, buildings and equipment
- $7,207,469
- Publicly traded securities
- $40,157
- Net assets without donor restrictions
- -$290,222
- Gross receipts
- $2,360,214
- Employees
- 39
- Volunteers
- 0
- Year formed
- 1997
- 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 |
|---|---|---|---|---|---|
| Lisa Haglund | President & CEO Officer | 1 | $0 | $337,676 | $22,728 |
| Mark Wilcox | Chief Information Officer Officer | 1 | $0 | $196,526 | $22,184 |
| Lisa Ressman | Chief Financial Officer Officer | 1 | $0 | $200,294 | $13,619 |
| Danielle Bozich | Chief Human Resources Officer Officer | 1 | $0 | $190,268 | $17,794 |
| Samuel Hill | Chief of Mission Advancement Officer | 1 | $0 | $184,880 | $21,998 |
| Robin DiGregorio | Regional Nursing Home Administrator Highest-paid employee | 1 | $0 | $160,278 | $15,080 |
| Richard Whitver | Managing Pharmacist Highest-paid employee | 0 | $0 | $160,634 | $2,161 |
| Matthew Boswell | Director of Regulatory and Budget Highest-paid employee | 1 | $0 | $147,109 | $9,949 |
| Kerstin Wyman | Director of Sales and Business Development Highest-paid employee | 39 | $0 | $135,203 | $9,656 |
| Tracy Nelson | Vice President of Human Resources Highest-paid employee | 1 | $0 | $130,670 | $2,914 |
| Peter Schmitt | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Susanne Mohnkern | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Jane Spencer | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Honna Curtis | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Susan Wilston | Board Member Trustee or director | 1 | $0 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kate Couch | President Trustee or director, Officer | 1 | $0 |
| Jayn Graves | Vice Chair Trustee or director, Officer | 1 | $0 |
| Jane Spencer | Treasurer Trustee or director, Officer | 1 | $0 |
| Ann Walldroff | Board Member Trustee or director | 1 | $0 |
| Laurie McGrath | Board Member Trustee or director | 1 | $0 |
| Sheila Barney | Board Member Trustee or director | 1 | $0 |
| Patrick Signor | Board Member Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 21 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Lisa Haglund | President & CEO Officer | 1 | $0 | $307,380 | $22,142 |
| Meghan Aldrich | Chief Operating Officer Officer | 1 | $0 | $256,426 | $4,071 |
| Mark Wilcox | Chief Information Officer Officer | 1 | $0 | $182,939 | $21,518 |
| Danielle Bozich | Chief Human Resources Officer Officer | 1 | $0 | $181,081 | $12,802 |
| Samuel Hill | Chief of Mission Advancement Officer | 1 | $0 | $157,479 | $17,925 |
| Robin DiGregorio | Regional Nursing Home Administrator Highest-paid employee | 1 | $0 | $152,678 | $14,843 |
| Matthew Boswell | Vice President of Finance Highest-paid employee | 1 | $0 | $154,219 | $9,903 |
| Richard Whitver | Managing Pharmacist Highest-paid employee | 0 | $0 | $160,525 | $2,566 |
| Kathy Wetherell | RN Supervisor Highest-paid employee | 0 | $0 | $127,527 | $16,440 |
| Paul DeSantis | Chief Financial Officer Officer | 1 | $0 | $114,509 | $6,286 |
| Lisa Ressman | Chief Financial Officer Officer | 1 | $0 | $36,586 | $1,212 |
| Peter Schmitt | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Sam Shreffler | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Walter Fleming | Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Susan Wilston | Vice Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Susanne Mohnkern | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Jane Spencer | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Janet Snyder | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Larry Roberts | Secretary/Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Honna Curtis | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Judy Rich | Board Member Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1200 JEWELL DR, WATERTOWN, NY 13601-4247
- In care of
- % DIANNE L WARD
- Principal officer (990 for 2024)
- MEREDITH PAIGE, 1200 JEWELL DRIVE, WATERTOWN, NY 13601
- Signed the 990
- Meredith Paige, Executive Director
- Phone
- (315) 779-9590
Mission
IVES HILL RETIREMENT COMMUNITY, INC. WAS ESTABLISHED TO MAINTAIN AFFORDABLE HOUSING FOR SENIORS IN WATERTOWN, NY. A VARIETY OF SERVICES INCLUDING MEALS, TRANSPORTATION, HOUSEKEEPING, MAINTENANCE, LAWNCARE, SNOW REMOVAL, 24-HOUR EMERGENCY RESPONSE, PLANNED ACTIVITIES, AND WELLNESS SERVICES ARE PROVIDED OR AVAILABLE TO RESIDENTS.
Program accomplishments
- IVES HILL RETIREMENT COMMUNITY, INC. WAS ESTABLISHED TO MAINTAIN AFFORDABLE HOUSING FOR SENIORS IN WATERTOWN, NY. A VARIETY OF SERVICES INCLUDING MEALS, TRANSPORTATION, HOUSEKEEPING, MAINTENANCE, LAWNCARE, SNOW REMOVAL, 24-HOUR EMERGENCY RESPONSE, PLANNED ACTIVITIES, AND WELLNESS SERVICES ARE PROVIDED OR AVAILABLE TO RESIDENTS.Expenses $1,392,234 · revenue $2,355,309
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
- 16-1529379
- 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
- 1997
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22)
- Assets (IRS master file)
- $10,167,665
- Income (IRS master file)
- $2,360,214
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,360,214 | $2,193,100 | $10,167,665 | XML |
| 990 | December 2023 | $2,596,854 | $2,061,202 | $12,375,114 | XML |
| 990 | December 2022 | $2,071,786 | $2,094,480 | $11,843,070 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | 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 16-1529379).
Questions about IVES HILL RETIREMENT COMMUNITY INC
- What is the EIN of IVES HILL RETIREMENT COMMUNITY INC?
- The employer identification number (EIN) of IVES HILL RETIREMENT COMMUNITY INC is 16-1529379.
- Is IVES HILL RETIREMENT COMMUNITY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to IVES HILL RETIREMENT COMMUNITY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does IVES HILL RETIREMENT COMMUNITY 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 IVES HILL RETIREMENT COMMUNITY 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 IVES HILL RETIREMENT COMMUNITY 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 IVES HILL RETIREMENT COMMUNITY INC?
- The 990 for the year ended December 31, 2024 names MEREDITH PAIGE.
- Who are the officers and directors of IVES HILL RETIREMENT COMMUNITY INC?
- The 990 for the year ended December 31, 2024 lists 22 people; 0 received compensation from the organization.
- How much revenue does IVES HILL RETIREMENT COMMUNITY INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,360,214, expenses of $2,193,100 and total assets of $10,167,665 at year end.
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- NYSARC INC ARC JEFFERSON-ST LAWRENCE EIN 16-1134631 · last filed 990 for 2024
- NORTHERN FEDERAL CREDIT UNION EIN 15-0580359 · last filed 990 for 2024
- SAMARITAN SENIOR VILLAGE INC EIN 45-4913668 · last filed 990 for 2024
- SAMARITAN KEEP NURSING HOME INC EIN 16-0969838 · last filed 990 for 2024
All nonprofits in WATERTOWN · New York · Housing and shelter