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Nonprofit · EIN 23-1379523

STONERIDGE RETIREMENT LIVING

Tax-exempt · MYERSTOWN, PA 17067

Financials

$20.2M$22.4M2023$19.4M$20.4M2024
Revenue Expenses · by fiscal year end
Financials of STONERIDGE RETIREMENT LIVING by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$19,374,501$20,449,038-$1,074,537$66,580,841$23,521,291$43,059,550
December 31, 2023990$20,215,713$22,358,252-$2,142,539$65,983,496$23,783,688$42,199,808
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$153,398
Program service revenue
$17,520,289
Investment income
$1,516,051
Net gain from sales of assets
-$184,019
Other revenue
$184,763

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Other salaries and wages
$6,816,579
Salaries, compensation and benefits (total)
$8,541,151
Professional fundraising fees
$0
Legal fees
$8,750
Occupancy
$1,224,036
Travel
$53,333
Depreciation
$2,268,638
Program services (functional)
$17,518,058
Management and general (functional)
$2,930,980

Balance sheet and other

Total assets, start of year
$65,983,496
Total assets, end of year
$66,580,841
Total liabilities, end of year
$23,521,291
Net assets, end of year
$43,059,550
Land, buildings and equipment
$29,163,542
Publicly traded securities
$30,445,049
Net assets without donor restrictions
$35,834,401
Net assets with donor restrictions
$7,225,149
Gross receipts
$19,558,520
Employees
0
Year formed
1925
State of legal domicile
PA

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.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
STEVEN J REITERPRESIDENT CEO
Trustee or director, Officer
1$0$476,742$13,200
JILL SMITHBOARD VICE PRESIDENT
Trustee or director
1$0$0$0
SCOTT ARTZBOARD PRESIDENT
Trustee or director
1$0$0$0
CINDY WALTERSTRUSTEE
Trustee or director
1$0$0$0
990 for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
STEVEN J REITERPRESIDENT CEO
Trustee or director, Officer
1$0$491,376$13,200
JILL SMITHBOARD VICE PRESIDENT
Trustee or director
1$0$0$0
SCOTT ARTZBOARD PRESIDENT
Trustee or director
1$0$0$0
CINDY WALTERSTRUSTEE
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
440 E LINCOLN AVE, MYERSTOWN, PA 17067-2239
In care of
% STEVEN J REITER
Principal officer (990 for 2024)
RYAN T CASEY, 440 EAST LINCOLN AVENUE, MYERSTOWN, PA 17067
Signed the 990
RYAN T CASEY, VP OF FINANCE CFOCOO
Phone
(717) 866-3200

Mission

MISSION STATEMENT Following Christs loving example, we will consistently provide responsive care, organizational flexibility, a well-trained, devoted team, and an appealing, secure residence within our continuing care retirement communities.

990 for the year ended December 31, 2024

Program accomplishments

  • Skilled and Intermediate Nursing Care - Provide medical services to persons qualifying under the skilled and intermediate care definitions of the Department of Health and Human Services. Personal Care - Provide Services and facilities to persons in need of an assisted-living level of care. Independent Living - Provide services and facilities to persons living independently in apartmetns and cottages.
    Expenses $17,518,058 · revenue $17,705,052

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
23-1379523
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
1942
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P750)
Assets (IRS master file)
$66,580,841
Income (IRS master file)
$19,558,520

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$19,374,501$20,449,038$66,580,841XML
990December 2023$20,215,713$22,358,252$65,983,496XML
990December 2022$21,446,476$23,400,530$66,714,449IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS
990December 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 23-1379523).

Questions about STONERIDGE RETIREMENT LIVING

What is the EIN of STONERIDGE RETIREMENT LIVING?
The employer identification number (EIN) of STONERIDGE RETIREMENT LIVING is 23-1379523.
Is STONERIDGE RETIREMENT LIVING tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1942.
Are donations to STONERIDGE RETIREMENT LIVING tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does STONERIDGE RETIREMENT LIVING 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 STONERIDGE RETIREMENT LIVING 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 STONERIDGE RETIREMENT LIVING 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 STONERIDGE RETIREMENT LIVING?
The 990 for the year ended December 31, 2024 names RYAN T CASEY.
Who are the officers and directors of STONERIDGE RETIREMENT LIVING?
The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does STONERIDGE RETIREMENT LIVING have?
On its 990 for the year ended December 31, 2024 it reported revenue of $19,374,501, expenses of $20,449,038 and total assets of $66,580,841 at year end.

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