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Nonprofit · EIN 21-0633410

THE ESTAUGH

Tax-exempt · MEDFORD, NJ 08055

Financials

$35.4M$35.6M2023$37.6M$38.3M2024$44.5M$41.4M2025
Revenue Expenses · by fiscal year end
Financials of THE ESTAUGH by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2026990$44,535,187$41,428,329$3,106,858$198,321,907$119,905,471$78,416,436
March 31, 2025990$37,612,760$38,272,243-$659,483$179,754,510$107,170,551$72,583,959
March 31, 2024990$35,382,227$35,555,970-$173,743$159,557,001$87,698,102$71,858,899
Financial details: 990 for the year ended March 31, 2026

Revenue

Contributions, gifts and grants
$567,934
Program service revenue
$37,558,397
Investment income
$5,674,559
Net rental income
$57,737
Net gain from sales of assets
$3,742,494
Net income from fundraising events
-$9,725
Other revenue
$734,297

Expenses

Grants and similar amounts paid
$241,992
Compensation of officers, directors and key employees
$958,442
Other salaries and wages
$14,184,058
Salaries, compensation and benefits (total)
$19,486,478
Professional fundraising fees
$0
Legal fees
$47,152
Accounting fees
$43,240
Occupancy
$1,960,426
Travel
$72,886
Depreciation
$8,801,214
Program services (functional)
$37,631,892
Management and general (functional)
$3,668,973
Fundraising (functional)
$127,464

Balance sheet and other

Total assets, start of year
$179,754,510
Total assets, end of year
$198,321,907
Total liabilities, end of year
$119,905,471
Net assets, end of year
$78,416,436
Land, buildings and equipment
$109,986,122
Publicly traded securities
$75,913,728
Net assets without donor restrictions
$63,574,349
Net assets with donor restrictions
$14,842,087
Gross receipts
$50,459,802
Employees
506
Volunteers
50
Year formed
1971
State of legal domicile
NJ

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 March 31, 2026, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
JEREMY VICKERSCHIEF EXECUTIVE OFFICER
Officer
40$621,857$32,600
JAMES C D'AMICOMEDICAL DIRECTOR
Key employee
40$288,070$12,522
JEFFERY RANALLIPHYSICIAN
Highest-paid employee
40$239,647$10,684
ABBY LOFTUSCHIEF FINANCIAL OFFICER
Officer
40$225,411$19,728
LISA A HEINKELDIRECTOR OF HEALTH SERVICES
Highest-paid employee
40$158,328$7,322
TERRY FAZIONURSE PRACTITIONER
Highest-paid employee
40$134,935$23,733
JULIE MARINIMANAGER OF SALES
Highest-paid employee
40$135,462$6,245
JOHN MATTHEW LEVIDIRECTOR OF HUMAN RESOURCES
Highest-paid employee
40$132,002$6,043
BOB KREIDERCLERK
Trustee or director, Officer
4$0$0
NAOJI MORIUCHIASSOCIATE CLERK
Trustee or director, Officer
2$0$0
SCOTT JONESTREASURER
Trustee or director, Officer
2$0$0
DIANE SYMCAKRECORDING SECRETARY
Trustee or director, Officer
2$0$0
MARIANNE JOHNSTON ESQRECORDING SECRETARY (UNTIL 10/2025)
Trustee or director, Officer
2$0$0
RICHARD W BELL JRTRUSTEE
Trustee or director
2$0$0
RICHARD CLEAVERTRUSTEE
Trustee or director
2$0$0
3 more people on this return
NameTitleHours / weekCompensation
MARGARET MORGANTRUSTEE
Trustee or director
2$0
WALTER L EVANSTRUSTEE (UNTIL 06/2025)
Trustee or director
2$0
MARLENE E HALLTRUSTEE (UNTIL 10/2025)
Trustee or director
2$0
990 for the year ended March 31, 2025: 18 people
NameTitleHours / weekCompensationOther / benefits
JEREMY VICKERSCHIEF EXECUTIVE OFFICER
Officer
40$363,136$48,389
JAMES C D'AMICOMEDICAL DIRECTOR
Key employee
40$281,238$26,687
JEFFERY RANALLIPHYSICIAN
Highest-paid employee
40$235,292$27,053
ABBY LOFTUSCHIEF FINANCIAL OFFICER
Officer
40$215,823$34,564
JULIE MARINIMANAGER OF SALES
Highest-paid employee
40$135,619$39,296
LISA A HEINKELDIRECTOR OF HEALTH SERVICES
Highest-paid employee
40$155,504$15,124
TERRY FAZIONURSE PRACTITIONER
Highest-paid employee
40$135,075$25,568
RUSSELL W PEPEINFORMATION TECHNOLOGY MANAGER
Highest-paid employee
40$128,385$18,072
NAOJI MORIUCHICLERK
Trustee or director, Officer
4$0$0
SCOTT JONESASSOCIATE CLERK
Trustee or director, Officer
2$0$0
MARIANNE JOHNSTON ESQRECORDING SECRETARY
Trustee or director, Officer
2$0$0
BOB KREIDERTREASURER
Trustee or director, Officer
2$0$0
RICHARD W BELL JRTRUSTEE
Trustee or director
2$0$0
RICHARD CLEAVERTRUSTEE
Trustee or director
2$0$0
WALTER L EVANSTRUSTEE
Trustee or director
2$0$0
MARLENE E HALLTRUSTEE
Trustee or director
2$0$0
FRANCIS MELROYTRUSTEE UNTIL 10/2024
Trustee or director
2$0$0
DIANE SYMCAKTRUSTEE
Trustee or director
2$0$0
990 for the year ended March 31, 2024: 17 people
NameTitleHours / weekCompensationOther / benefits
JEREMY M VICKERSCHIEF EXECUTIVE OFFICER
Officer
40$351,690$70,865
JAMES D'AMICOMEDICAL DIRECTOR
Key employee
40$270,667$12,099
JEFFERY RANALLIPHYSICIAN
Highest-paid employee
40$226,416$10,329
ABBY M LOFTUSCHIEF FINANCIAL OFFICER
Key employee
40$207,479$17,150
LISA A HEINKELHEALTH SERVICES DIRECTOR
Highest-paid employee
40$149,641$7,046
TERRY FAZIONURSE PRACTITIONER
Highest-paid employee
40$132,671$20,313
RUSSELL W PEPEINFORMATION TECHNOLOGY MANAGER
Highest-paid employee
40$126,981$17,159
JENNIFER ZDUNCZYKDIRECTOR OF DINING SERVICES
Highest-paid employee
40$120,059$13,533
NAOJI MORIUCHICLERK
Trustee or director, Officer
4$0$0
SCOTT JONESASSOCIATE CLERK
Trustee or director, Officer
2$0$0
MARIANNE JOHNSTON ESQRECORDING SECRETARY
Trustee or director, Officer
2$0$0
BOB KREIDERTREASURER
Trustee or director, Officer
2$0$0
RICHARD W BELL JRTRUSTEE
Trustee or director
2$0$0
WALTER L EVANSTRUSTEE
Trustee or director
2$0$0
MARLENE E HALLTRUSTEE
Trustee or director
2$0$0
FRANCIS MELROYTRUSTEE
Trustee or director
2$0$0
DIANE SYMCAKTRUSTEE
Trustee or director
2$0$0

Address and contacts

Address (IRS master file)
ONE MEDFORD LEAS WAY, MEDFORD, NJ 08055-2254
In care of
% MARK WICK
Principal officer (990 for 2025)
JEREMY M VICKERS, ONE MEDFORD LEAS WAY, MEDFORD, NJ 08055
Signed the 990
JEREMY M VICKERS, CEO
Phone
(609) 654-3005
Return prepared by
CLIFTONLARSONALLEN LLP

Mission

TO CREATE AND ADVANCE INDIVIDUAL AND COMMUNITY WELL-BEING FOR PEOPLE AGED 55 YEARS AND OLDER.CONTINUED ON SCHEDULE O.WE ARE SPONSORED BY THE ESTAUGH, A NON-FOR-PROFIT CORPORATION FOUNDED IN 1914 BY THE RELIGIOUS SOCIETY OF FRIENDS (QUAKERS). WE ARE GUIDED BY QUAKER PRINCIPLES AND HAVE BEEN A LEADER IN QUALITY LIVING SINCE OPENING IN 1971. LIVING AN ACTIVE LIFE AT MEDFORD LEAS IS FURTHER ENRICHED BY OUR COMMITMENT TO QUAKER PRINCIPLES, WHICH ARE FOCUSED ON NURTURING THE PHYSICAL, EMOTIONAL, INTELLIGENCE, SOCIAL AND SPIRITUAL WELL-BEING OF EACH RESIDENT.

990 for the year ended March 31, 2026

Program accomplishments

  • MEDFORD LEAS IS A LEADING SENIOR ADULT COMMUNITY SUCCESSFULLY MEETING THE TOTAL LIFESTYLE NEEDS OF ITS RESIDENTS WITH INNOVATIVE AND HIGHLY VALUED PROGRAMS, LIFE ENHANCING AND SUSTAINING SERVICES, TECHNOLOGICAL AND ENVIRONMENTAL ADVANCES, UP TO DATE RESIDENTIAL HOMES AND APARTMENTS AND WELL-EQUIPPED FACILITIES ALL IN HIGHLY DESIRABLE ARBORETUM SETTINGS. MEDFORD LEAS PROVIDES MAINTENANCE-FREE LIVING TO ITS RESIDENTS. PRIMARY SERVICES INCLUDE: HEALTHCARE, DINING, HOUSEKEEPING, LAUNDRY, INTERIOR AND EXTERIOR MAINTENANCE, GROUNDSKEEPING AND SNOW REMOVAL. OTHER SERVICES INCLUDE INDIVIDUALIZED FITNESS, TRANSPORTATION AND A VAST ARRAY OF ACTIVITIES FOR THE RESIDENTS. MEDFORD LEAS IS A COMMUNITY OF APPROXIMATELY 520 RESIDENTS WHO LIVE IN NEARLY 400 HOMES OF VARYING SIZES AND DESIGNS.
    Expenses $31,563,625 · grants $241,992 · revenue $32,288,946
  • RESIDENT HEALTHCARE:MEDFORD LEAS HAS AN ONSITE OUTPATIENT PRIMARY HEALTH CARE CLINIC. THE ORGANIZATION HAS A FULL-TIME MEDICAL DIRECTOR, PHYSICIAN AND NURSE PRACTITIONER. SERVICES OFFERED TO RESIDENTS INCLUDE: AUDIOLOGY, DENTISTRY, PODIATRY, AND PHARMACY SERVICES, AS WELL AS PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPY SERVICES. IN ADDITION, THE FACILITY HAS WELLNESS FACILITIES INCLUDING AN EXERCISE STUDIO, A FITNESS CENTER, AND AN INDOOR AND OUTDOOR SWIMMING POOL. THE ORGANIZATION OFFERS VARIED FITNESS, WELLNESS AND AQUATIC PROGRAMS TO ITS RESIDENTS.
    Expenses $4,567,785 · revenue $3,036,620
  • POST-ACUTE REHABILITATION: MEDFORD LEAS OFFERS A CARING, SUPPORTIVE APPROACH TO POST-ACUTE NURSING AND REHABILITATION FOLLOWING A HOSPITALIZATION. OUR TOP-NOTCH MEDICAL TEAM OFFERS SKILLED NURSING SERVICES AS WELL AS SHORT- AND LONG-TERM REHAB, OCCUPATIONAL THERAPY AND MORE - HELPING TO NAVIGATE YOUR PATHWAY BACK TO WELLNESS. AT MEDFORD LEAS, OUR IN-PATIENT TREATMENT PHILOSOPHY IS DESIGNED TO GET YOU HOME AS QUICKLY AS POSSIBLE. WE ASSIST RESIDENTS IN REALIZING THEIR HIGHEST POTENTIAL AND THE TEAM WORKS WITH THE RESIDENTS TO SET AND ACHIEVE REALISTIC GOALS, BOTH FOR THE IMMEDIATE AND LONG-TERM FUTURE.
    Expenses $1,500,482 · revenue $2,290,568

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 March, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026990 on file
2024March 31, 2025August 15, 2025990 on file
2023March 31, 2024August 15, 2024990 on file

IRS record

EIN
21-0633410
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
1994
Accounting year ends
March
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P750)
Assets (IRS master file)
$198,321,907
Income (IRS master file)
$50,459,802

Filing history

FormYear endedRevenueExpensesAssetsReturn
990March 2026$44,535,187$41,428,329$198,321,907XML
990March 2025$37,612,760$38,272,243$179,754,510XML
990March 2024$35,382,227$35,555,970$159,557,001XML
990March 2023$32,538,124$34,522,579$138,459,326IRS
990-TMarch 2023–––IRS
990March 2022–––IRS
990-TMarch 2022–––IRS
990March 2021–––IRS
990-TMarch 2021–––IRS
990March 2019–––IRS
990March 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 21-0633410).

Questions about THE ESTAUGH

What is the EIN of THE ESTAUGH?
The employer identification number (EIN) of THE ESTAUGH is 21-0633410.
Is THE ESTAUGH tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to THE ESTAUGH tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does THE ESTAUGH 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 THE ESTAUGH due?
The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE ESTAUGH last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended March 2026.
Who is the principal officer of THE ESTAUGH?
The 990 for the year ended March 31, 2026 names JEREMY M VICKERS.
Who are the officers and directors of THE ESTAUGH?
The 990 for the year ended March 31, 2026 lists 18 people; 8 received compensation from the organization, the highest $621,857 (JEREMY VICKERS, CHIEF EXECUTIVE OFFICER).
How much revenue does THE ESTAUGH have?
On its 990 for the year ended March 31, 2026 it reported revenue of $44,535,187, expenses of $41,428,329 and total assets of $198,321,907 at year end.

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