Nonprofit · EIN 36-2835154
COVENANT LIVING AT THE HOLMSTAD
Tax-exempt · BATAVIA, IL 60510
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $23,899,242 | $18,157,302 | $5,741,940 | $73,378,355 | $77,336,702 | -$3,958,347 |
| September 30, 2024 | 990 | $20,800,562 | $17,342,402 | $3,458,160 | $75,014,935 | $85,336,998 | -$10,322,063 |
| September 30, 2023 | 990 | $20,745,346 | $17,595,026 | $3,150,320 | $74,559,524 | $89,698,129 | -$15,138,605 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $277,202
- Program service revenue
- $20,132,219
- Investment income
- $2,161,892
- Net gain from sales of assets
- $783,113
- Other revenue
- $1,327,929
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $288,911
- Other salaries and wages
- $3,924,770
- Salaries, compensation and benefits (total)
- $5,316,274
- Professional fundraising fees
- $0
- Legal fees
- $26,984
- Accounting fees
- $3,368
- Occupancy
- $1,342,674
- Travel
- $16,027
- Depreciation
- $4,002,806
- Program services (functional)
- $11,931,113
- Management and general (functional)
- $6,004,469
- Fundraising (functional)
- $221,720
Balance sheet and other
- Total assets, start of year
- $75,014,935
- Total assets, end of year
- $73,378,355
- Total liabilities, end of year
- $77,336,702
- Net assets, end of year
- -$3,958,347
- Land, buildings and equipment
- $35,788,800
- Publicly traded securities
- $10,259,847
- Net assets without donor restrictions
- -$5,092,449
- Net assets with donor restrictions
- $1,134,102
- Gross receipts
- $23,936,562
- Employees
- 431
- Volunteers
- 117
- Year formed
- 1975
- State of legal domicile
- IL
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TERRI S CUNLIFFE | FORMER DIRECTOR AND CLCS PRESIDENT/CEO - THRU 05/24 Former | 0 | $0 | $941,279 | $235,887 |
| DAVID G ERICKSON | DIRECTOR/EX-OFFICIO/CHIEF EXECUTIVE OFFICER Trustee or director, Officer | 1 | $0 | $661,650 | $149,211 |
| JEAN E JUSTIE | CHIEF FINANCIAL OFFICER/TREASURER/ASSISTANT SEC Officer | 1 | $0 | $585,593 | $108,168 |
| WILLIAM RABE | FORMER OFFICER/CURENT CHIEF INFORMATION AND TECHNOLOGY OFFICER Former | 0 | $0 | $495,439 | $74,300 |
| TANDERIA BROWN | CHIEF HUMAN RESOURCES OFFICER - PART YEAR Key employee | 1 | $0 | $394,651 | $61,258 |
| HILDE SAGER | ASSOCIATE VICE PRESIDENT, OPERATIONS Key employee | 1 | $0 | $406,513 | $42,248 |
| CORY KALLHEIM | GENERAL COUNSEL/ASSISTANT SECRETARY Officer | 1 | $0 | $327,540 | $81,213 |
| TODD SLETCHA | DIRECTOR/EX-OFFICIO/CMB PRESIDENT Trustee or director | 0.1 | $0 | $323,746 | $67,944 |
| ROBERTA NEVERS | INTERIM CHIEF HUMAN RESOURCES OFFICER Key employee | 1 | $0 | $288,527 | $63,598 |
| JULIO MACIAS | EXECUTIVE DIRECTOR Key employee | 15 | $238,010 | $0 | $37,836 |
| TAMMY SWANSON-DRAHEIM | DIRECTOR/EX-OFFICIO/ECC PRES Trustee or director | 0.1 | $0 | $145,412 | $106,291 |
| MATTHEW MILLER | HEALTHCARE ADMINISTRATOR Highest-paid employee | 40 | $168,581 | $0 | $25,726 |
| JAY PRINCE | FORMER SVP/COMMUNITY OPERATIONS/ASST. SECRETARY Former | 0 | $0 | $183,058 | $4,875 |
| JOSEPH TEJACK | DIRECTOR OF NURSING Highest-paid employee | 40 | $133,315 | $0 | $48,340 |
| SANDRA MILLER | REGIONAL DIRECTOR, HUMAN RESOURCES Highest-paid employee | 40 | $157,166 | $0 | $18,334 |
21 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RAY WHITSON III | ASSOCIATE EXECUTIVE DIRECTOR Highest-paid employee | 40 | $149,693 | $0 | $21,348 |
| LINDSEY BRUNI | DIRECTOR SALES Highest-paid employee | 40 | $157,005 | $0 | $5,160 |
| EMILY WARNYGORA | CHIEF OF STAFF/ASST. SECRETARY Officer | 1 | $0 | $101,477 | $13,734 |
| JANET CREANEY | DIRECTOR/CHAIR Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| JANET GOELZ HOFFMAN | DIRECTOR/VICE CHAIR Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| JENNIFER MEANS | DIRECTOR/SECRETARY Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| AL LOPUS | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| ALLAN ANDERSON | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| ANDREW VANOVER | DIRECTOR - PART YEAR Trustee or director | 0.1 | $0 | $0 | $0 |
| CRAIG SWANSON | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| CURT ANDERSON | DIRECTOR/EX-OFFICIO Trustee or director | 0.1 | $0 | $0 | $0 |
| JOHN FREDRICKSON | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| KATHY BUETTNER | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| KURT KINCANON | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| LORENE FLEWELLEN | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| MARY PALMER | DIRECTOR/EX-OFFICIO - PART YEAR Trustee or director | 0.1 | $0 | $0 | $0 |
| MATHEW MANLOVE | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| PAMELA CHRISTENSEN | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| RICK SHEPARD | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| ROBERT MARTIN | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| SARAH BENTLEY | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
990 for the year ended September 30, 2024: 36 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TERRI S CUNLIFFE | DIRECTOR/CLCS PRESIDENT/CEO-PART YR Trustee or director, Officer | 1 | $0 | $928,155 | $33,657 |
| DAVID G ERICKSON | GEN COUNSEL PART YR/ASST SEC/CEO Trustee or director, Officer | 1 | $0 | $432,606 | $122,066 |
| JEAN E JUSTIE | CFO/TREASURER/ASST SECRETARY Officer | 1 | $0 | $459,684 | $90,531 |
| WILLIAM RABE | CHIEF INFO & TECH OFFICER/ASST SEC. Officer | 1 | $0 | $363,812 | $60,892 |
| TANDERIA BROWN | CHIEF HUMAN RESOURCES OFFICER Key employee | 1 | $0 | $304,715 | $65,889 |
| TODD SLECHTA | DIRECTOR/EX-OFFICIO Trustee or director | 0.1 | $0 | $305,126 | $59,996 |
| CORY KALLHEIM | GENERAL COUNSEL/ASST SECRETARY Officer | 1 | $0 | $255,332 | $70,455 |
| HILDE SAGER | ASSOCIATE VICE PRESIDENT, OPERATIONS Key employee | 1 | $0 | $250,667 | $52,452 |
| CORY STERN | FORMER INTERIM FINANCE LEAD/TREAS. Former | 0 | $0 | $233,582 | $34,904 |
| JULIO MACIAS | EXECUTIVE DIRECTOR Key employee | 30 | $214,387 | $0 | $34,230 |
| JAY PRINCE | SVP, COMMUNITY OPS/ASST SECRETARY Officer | 1 | $0 | $211,098 | $24,248 |
| TAMMY SWANSON-DRAHEIM | DIRECTOR/EX-OFFICIO Trustee or director | 0.1 | $0 | $108,641 | $105,500 |
| JOSEPH MCMANUS | ASSOCIATE EXECUTIVE DIRECTOR Highest-paid employee | 40 | $141,533 | $0 | $42,218 |
| DARLETTA ANDERSON | SALES REPRESENTATIVE Highest-paid employee | 40 | $129,774 | $0 | $42,375 |
| MATTHEW MILLER | HEALTHCARE ADMINISTRATOR Highest-paid employee | 40 | $142,554 | $0 | $12,699 |
| SANDRA MILLER | REGIONAL DIRECTOR, HUMAN RESOURCES Highest-paid employee | 40 | $136,797 | $0 | $15,582 |
| LINDSEY BRUNI | DIRECTOR OF SALES Highest-paid employee | 40 | $145,555 | $0 | $4,366 |
| EMILY WARNYGORA | SR. EXEC. ASST TO CEO/ASST SECRETARY Officer | 1 | $0 | $95,671 | $13,095 |
| JANET CREANEY | DIRECTOR/CHAIR Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| LORENE FLEWELLEN | DIRECTOR/VICE CHAIR Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| JANET GOELZ HOFFMAN | DIRECTOR/SECRETARY Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| ALLAN ANDERSON | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| SARAH BENTLEY | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| KATHY BUETTNER | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| PAMELA CHRISTENSEN | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| ARTHUR DEROOY | DIRECTOR/EX-OFFICIO - PART YEAR Trustee or director | 0.1 | $0 | $0 | $0 |
| JOHN FREDRICKSON | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| KURT KINCANON | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| MATTHEW MANLOVE | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| ROBERT MARTIN | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| JENNIFER MEANS | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| MARY PALMER | DIRECTOR/EX-OFFICIO Trustee or director | 0.1 | $0 | $0 | $0 |
| LOANN PETERSON | DIRECTOR - PART YEAR Trustee or director | 0.1 | $0 | $0 | $0 |
| DIXIE REPPE | DIRECTOR - PART YEAR Trustee or director | 0.1 | $0 | $0 | $0 |
| RICK SHEPARD | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| ANDREW VANOVER | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 35 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TERRI S CUNLIFFE | DIRECTOR/CLCS PRESIDENT/CEO Trustee or director, Officer | 1 | $0 | $934,218 | $35,015 |
| JEAN E JUSTIE | CFO/TREASURER/ASST SECRETARY Officer | 1 | $0 | $410,044 | $82,847 |
| DAVID G ERICKSON | SR VP & GEN COUNSEL/ASST SECRETARY Officer | 1 | $0 | $388,258 | $103,279 |
| WILLIAM RABE | SR VP ENTERPRISE OPS/ASST SECRETARY Officer | 1 | $0 | $414,211 | $57,438 |
| AMY LACROIX | FORMER SVP COMMUNITY OPS Former | 0 | $0 | $348,336 | $49,634 |
| TODD SLECHTA | DIRECTOR/EX-OFFICIO Trustee or director | 0.1 | $0 | $288,273 | $47,925 |
| ANDREW REESE-CLAUSON | ASSOCIATE VICE PRESIDENT, OPERATIONS Key employee | 1 | $0 | $257,250 | $30,739 |
| HILDE SAGER | ASSOCIATE VICE PRESIDENT, OPERATIONS Key employee | 1 | $0 | $228,615 | $45,753 |
| TANDERIA BROWN | SVP OF HUMAN RESOURCES Key employee | 1 | $0 | $224,975 | $47,440 |
| CORY STERN | FORMER INTERIM FINANCE LEAD/TREAS. Former | 0 | $0 | $226,287 | $31,007 |
| JULIO MACIAS | EXECUTIVE DIRECTOR Key employee | 30 | $204,048 | $0 | $32,802 |
| KIMBERLY BOJANOWSKI | DIRECTOR OF NURSING Highest-paid employee | 40 | $127,793 | $0 | $14,393 |
| RAY WHITSON III | SALES REPRESENTATIVE Highest-paid employee | 40 | $122,323 | $0 | $19,671 |
| PHILOMENA HORVATH | NURSE, LPN/LVN Highest-paid employee | 40 | $125,901 | $0 | $15,761 |
| LINDSEY BRUNI | DIRECTOR OF SALES Highest-paid employee | 40 | $131,875 | $0 | $3,957 |
| STEPHANIE MAREK | NURSE, RN Highest-paid employee | 40 | $110,503 | $0 | $23,129 |
| TAMMY SWANSON-DRAHEIM | DIRECTOR/EX-OFFICIO Trustee or director | 0.1 | $0 | $62,214 | $45,946 |
| EMILY WARNYGORA | ASSISTANT SECRETARY Officer | 1 | $0 | $92,734 | $5,579 |
| JAY PRINCE | SVP, COMMUNITY OPS/ASST SECRETARY Officer | 1 | $0 | $0 | $0 |
| JANET CREANEY | DIRECTOR/CHAIR Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| LORENE FLEWELLEN | DIRECTOR/VICE CHAIR Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| JANET GOELZ HOFFMAN | DIRECTOR/SECRETARY Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| SARAH BENTLEY | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| KATHY BUETTNER | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| PAMELA CHRISTENSEN | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| ARTHUR DEROOY | DIRECTOR/EX-OFFICIO Trustee or director | 0.1 | $0 | $0 | $0 |
| JOHN FREDRICKSON | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| KURT KINCANON | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| ROBERT MARTIN | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| JENNIFER MEANS | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| LOANN PETERSON | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| SUSAN POSTON | DIRECTOR/EX-OFFICIO Trustee or director | 0.1 | $0 | $0 | $0 |
| DIXIE REPPE | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| ANDREW VANOVER | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| MARY PALMER | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 700 W FABYAN PARKWAY, BATAVIA, IL 60510-1269
- In care of
- % DAVID ERICKSON
- Principal officer (990 for 2024)
- DAVID ERICKSON, 700 W FABYAN PARKWAY, BATAVIA, IL 605101247
- Signed the 990
- JEAN E JUSTIE, CFP
- Phone
- (630) 879-4100
- Website
- WWW.COVLIVING.ORG
- Return prepared by
- PLANTE & MORAN PLLC
Mission
(SEE SCHEDULE O)
Program accomplishments
- RESIDENTIAL AND CATERED LIVING: THE NUMBER OF PERSONS WHO BENEFITED FROM THE SERVICES WE PROVIDED FOR THE YEAR ENDED SEPTEMBER 30, 2025 WERE AS FOLLOWS: THERE WERE A TOTAL OF 395 RESIDENTS, OCCUPYING 330 APARTMENTS AT 09/30/2025. RESIDENCY FOR THE FISCAL YEAR TOTALED 141,703 RESIDENT DAYS.Expenses $11,931,113 · revenue $20,387,156
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 36-2835154
- 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
- 2023
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22)
- Assets (IRS master file)
- $73,378,355
- Income (IRS master file)
- $23,936,562
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $23,899,242 | $18,157,302 | $73,378,355 | XML |
| 990 | September 2024 | $20,800,562 | $17,342,402 | $75,014,935 | XML |
| 990 | September 2023 | $20,745,346 | $17,595,026 | $74,559,524 | XML |
| 990 | September 2022 | $18,391,953 | $17,326,002 | $74,086,393 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | January 2019 | – | – | – | IRS |
| 990 | January 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 36-2835154).
Questions about COVENANT LIVING AT THE HOLMSTAD
- What is the EIN of COVENANT LIVING AT THE HOLMSTAD?
- The employer identification number (EIN) of COVENANT LIVING AT THE HOLMSTAD is 36-2835154.
- Is COVENANT LIVING AT THE HOLMSTAD tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to COVENANT LIVING AT THE HOLMSTAD tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COVENANT LIVING AT THE HOLMSTAD 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 COVENANT LIVING AT THE HOLMSTAD due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COVENANT LIVING AT THE HOLMSTAD last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of COVENANT LIVING AT THE HOLMSTAD?
- The 990 for the year ended September 30, 2025 names DAVID ERICKSON.
- Who are the officers and directors of COVENANT LIVING AT THE HOLMSTAD?
- The 990 for the year ended September 30, 2025 lists 36 people; 6 received compensation from the organization.
- How much revenue does COVENANT LIVING AT THE HOLMSTAD have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $23,899,242, expenses of $18,157,302 and total assets of $73,378,355 at year end.
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