Nonprofit · EIN 45-4000626
MACKENZIE PLACE 202-II
Tax-exempt · SAINT LOUIS, MO 63144
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $309,227 | $380,599 | -$71,372 | $3,408,919 | $4,674,353 | -$1,265,434 |
| December 31, 2023 | 990 | $297,118 | $378,777 | -$81,659 | $3,488,823 | $4,682,885 | -$1,194,062 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $3,583
- Program service revenue
- $290,363
- Investment income
- $13,432
- Other revenue
- $1,849
Expenses
- Grants and similar amounts paid
- $3,583
- Other salaries and wages
- $107,505
- Salaries, compensation and benefits (total)
- $127,159
- Professional fundraising fees
- $0
- Legal fees
- $2,038
- Accounting fees
- $16,112
- Occupancy
- $30,239
- Depreciation
- $110,222
- Program services (functional)
- $286,948
- Management and general (functional)
- $93,651
Balance sheet and other
- Total assets, start of year
- $3,488,823
- Total assets, end of year
- $3,408,919
- Total liabilities, end of year
- $4,674,353
- Net assets, end of year
- -$1,265,434
- Land, buildings and equipment
- $2,994,720
- Net assets without donor restrictions
- -$1,265,434
- Gross receipts
- $309,227
- Employees
- 5
- Volunteers
- 38
- Year formed
- 2011
- State of legal domicile
- MO
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 |
|---|---|---|---|---|---|
| ADAM MARLES | PRESIDENT/CEO Officer | 1 | $0 | $614,791 | $41,197 |
| LISA NORWINE | CHIEF ADMINISTRATIVE OFFICER Officer | 1 | $0 | $395,136 | $34,384 |
| RON SCHAEFER | CHIEF OPERATING OFFICER Officer | 1 | $0 | $394,784 | $33,276 |
| CHAD SNEED | CHIEF FINANCIAL OFFICER Officer | 1 | $0 | $343,030 | $41,376 |
| JOSH KING | VP OF INFORMATION TECHNOLOGY Key employee | 1 | $0 | $218,868 | $33,979 |
| LISA WILLIAMS | VP OF HR Key employee | 1 | $0 | $236,759 | $13,324 |
| BEN CAFFEY | CORPORATE DIR OF REVENUE Key employee | 1 | $0 | $180,816 | $20,874 |
| SHERRI ROGERS | CONTROLLER Highest-paid employee | 1 | $0 | $179,904 | $6,086 |
| DENIS THIEN | DIR OF TOTAL REWARDS Highest-paid employee | 1 | $0 | $165,628 | $16,926 |
| RACHEL LITTLE | DIR OF CLINICAL COMPLIANCE Highest-paid employee | 1 | $0 | $169,504 | $5,355 |
| TODD YOUNG | NETWORK DIRECTOR Highest-paid employee | 1 | $0 | $163,440 | $9,515 |
| JESSICA SPURGIN | DIR OF TALENT ACQUISITION Highest-paid employee | 1 | $0 | $157,654 | $9,354 |
| NIKKI JENNINGS | CORP DIR - AH Officer | 5 | $0 | $116,715 | $13,770 |
| PAUL N TICE | CHAIRPERSON Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| DAVID ANDERSON | VICE CHAIRPERSON Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
14 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR F MATTHEW KUHLMANN | SECRETARY (TERM END) Trustee or director, Officer | 0.2 | $0 |
| DAN BROWN | ASSISTANT SECRETARY Trustee or director, Officer | 0.2 | $0 |
| BRENT BEUMER | BOARD MEMBER Trustee or director | 0.2 | $0 |
| REV ROY CHRISTELL | BOARD MEMBER Trustee or director | 0.2 | $0 |
| DIANE R DROLLINGER | BOARD MEMBER (TERM END) Trustee or director | 0.2 | $0 |
| JEFFREY L DUNN | BOARD MEMBER (TERM END) Trustee or director | 0.2 | $0 |
| ELISE MCCLINE | BOARD MEMBER (TERM END) Trustee or director | 0.2 | $0 |
| MEAGAN MEADOWS | SECRETARY Trustee or director, Officer | 0.2 | $0 |
| HARRY MUELLER | BOARD MEMBER Trustee or director | 0.2 | $0 |
| LISA J SOMBART | BOARD MEMBER Trustee or director | 0.2 | $0 |
| REV CHRISTOPHER SOMMER | BOARD MEMBER Trustee or director | 0.2 | $0 |
| NORMAN TOON | BOARD MEMBER Trustee or director | 0.2 | $0 |
| DEBORAH SCHRODER-SAULNIER | BOARD MEMBER Trustee or director | 0.2 | $0 |
| LAUREN COLLING | BOARD MEMBER Trustee or director | 0.2 | $0 |
990 for the year ended December 31, 2023: 35 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ADAM MARLES | PRESIDENT/CEO Officer | 1 | $0 | $528,482 | $34,294 |
| BETH RUSERT | CHIEF EXPERIENCE OFFICER Officer | 1 | $0 | $347,284 | $22,581 |
| CHAD SNEED | CHIEF FINANCIAL OFFICER Officer | 1 | $0 | $308,547 | $36,249 |
| LISA NORWINE | CHIEF ADVANCEMENT OFFICER Officer | 1 | $0 | $301,984 | $29,107 |
| RON SCHAEFER | CHIEF OPERATING OFFICER Officer | 1 | $0 | $301,322 | $24,315 |
| LISA WILLIAMS | SR VP OF WORKFORCE EXCELLENCE Officer | 1 | $0 | $234,403 | $6,238 |
| VALERIE COOPER | VP, LIFE PLAN COMMUNITIES Officer | 1 | $0 | $209,722 | $30,409 |
| COLLEEN BOTTENS | VP HCBS Officer | 1 | $0 | $193,255 | $30,058 |
| JOSH KING | VP OF INFORMATION TECHNOLOGY Officer | 1 | $0 | $181,774 | $31,280 |
| BRIAN REINHOLD | VP OF RISK/SAFETY/COMPLIANCE Officer | 1 | $0 | $173,795 | $33,838 |
| ADAM PENG | PHYSICAL THERAPIST Highest-paid employee | 1 | $0 | $197,411 | $4,834 |
| BEN CAFFEY | EX DIR OF REVENUE ENHANCEMENT Officer | 1 | $0 | $161,542 | $17,097 |
| SHERRI ROGERS | CONTROLLER Highest-paid employee | 1 | $0 | $175,347 | $311 |
| RACHEL LITTLE | DIR OF CLINICAL COMPLIANCE Highest-paid employee | 1 | $0 | $161,722 | $3,448 |
| TODD YOUNG | NETWORK DIRECTOR Highest-paid employee | 1 | $0 | $157,594 | $7,207 |
| DONNA ALTURA | RN Highest-paid employee | 1 | $0 | $154,028 | $5,229 |
| MARYANNE WALLACE | EX DIR OF MARKETING & COMMUNICATION Officer | 1 | $0 | $128,815 | $20,695 |
| BECKY ZIMMER | EX DIR OF PLANNED GIVING Officer | 1 | $0 | $134,488 | $4,131 |
| NIKKI JENNINGS | EX DIR OF AFFORDABLE HOUSING Officer | 1 | $0 | $106,507 | $12,426 |
| PAUL N TICE | CHAIRPERSON Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| DAVID ANDERSON | VICE CHAIRPERSON Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| DR F MATTHEW KUHLMANN | SECRETARY Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| DAN BROWN | ASSISTANT SECRETARY Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| BRENT BEUMER | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| REV ROY CHRISTELL | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| DIANE R DROLLINGER | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| JEFFREY L DUNN | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| ELISE MCCLINE | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| MEAGAN MEADOWS | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| HARRY MUELLER | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| LISA J SOMBART | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| REV CHRISTOPHER SOMMER | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| NORMAN TOON | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 | $0 |
| JULIE BANTLE | BOARD MEMBER (TERM ENDED 6/23) Trustee or director | 0.2 | $0 | $0 | $0 |
| REV JOEL CHRISTIANSEN | BOARD MEMBER (TERM ENDED 6/23) Trustee or director | 0.2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1150 HANLEY INDUSTRIAL CT, SAINT LOUIS, MO 63144-1910
- In care of
- % PAUL J OGIER
- Principal officer (990 for 2024)
- ADAM MARLES, 1150 HANLEY INDUSTRIAL COURT, ST LOUIS, MO 63144
- Signed the 990
- CHAD SNEED, CFO
- Phone
- (314) 446-2553
- 990-N for 2012 filed under this EIN
- Most likely by a chapter, club or affiliate (it says receipts are normally $50,000 or less). Officer: Paul J Ogier, 1150 Hanley Industrial Ct, St Louis MO 63144. Mailing address: 1150 Hanley Industrial Ct, St Louis MO 63144.
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
PROVIDE LOW INCOME HOUSING FOR THE ELDERLY.
Program accomplishments
- TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY IN 31 UNITS UNDER THE NATIONAL HOUSING ACT REGULATED BY HUD. THE PROJECT'S OCCUPANCY RATE IN 2024 AND 2023 WAS 99.43% AND 98.92%, RESPECTIVELY.LSS INCOME-BASED SENIOR LIVING COMMUNITIES SERVE OLDER ADULTS (62+) WITH LIMITED OR RESTRICTED RESOURCES. THESE BEAUTIFUL, SOCIALLY VIBRANT COMMUNITIES FOSTER INTELLECTUAL, PHYSICAL, AND SPIRITUAL WELL-BEING BY SUPPORTING SENIORS WITH WELLNESS RESOURCES AND CONNECTING THEM WITH FRIENDLY NEIGHBORS.INCOME-BASED SENIOR LIVING IS CORE TO LUTHERAN SENIOR SERVICES CHRISTIAN MISSION.Expenses $286,948 · grants $3,583 · revenue $290,363
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
- 45-4000626
- 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
- 2012
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22)
- Assets (IRS master file)
- $3,408,919
- Income (IRS master file)
- $309,227
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $309,227 | $380,599 | $3,408,919 | XML |
| 990 | December 2023 | $297,118 | $378,777 | $3,488,823 | XML |
| 990 | December 2022 | $264,432 | $394,482 | $3,577,955 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2012 Officer: Paul J Ogier Filed under this EIN, most likely by a chapter or affiliate | December 31, 2012 | ≤ $50,000 receipts | – | – | e-Postcard |
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 45-4000626).
Questions about MACKENZIE PLACE 202-II
- What is the EIN of MACKENZIE PLACE 202-II?
- The employer identification number (EIN) of MACKENZIE PLACE 202-II is 45-4000626.
- Is MACKENZIE PLACE 202-II tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to MACKENZIE PLACE 202-II tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MACKENZIE PLACE 202-II 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 MACKENZIE PLACE 202-II 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 MACKENZIE PLACE 202-II 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 MACKENZIE PLACE 202-II?
- The 990 for the year ended December 31, 2024 names ADAM MARLES.
- Who are the officers and directors of MACKENZIE PLACE 202-II?
- The 990 for the year ended December 31, 2024 lists 29 people; 0 received compensation from the organization.
- How much revenue does MACKENZIE PLACE 202-II have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $309,227, expenses of $380,599 and total assets of $3,408,919 at year end.
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