Nonprofit · EIN 62-0698709
COVENANT LIVING AT SHANNONDALE
Tax-exempt · KNOXVILLE, TN 37909
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $19,182,281 | $32,585,537 | -$13,403,256 | $110,567,541 | $127,982,661 | -$17,415,120 |
| September 30, 2024 | 990 | $22,103,172 | $34,793,324 | -$12,690,152 | $115,294,091 | $123,519,917 | -$8,225,826 |
| December 31, 2023 | 990 | $28,942,212 | $40,968,001 | -$12,025,789 | $95,903,221 | $121,950,809 | -$26,047,588 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $33,985
- Program service revenue
- $19,032,714
- Investment income
- -$36,918
- Net gain from sales of assets
- -$36,918
- Other revenue
- $152,500
Expenses
- Grants and similar amounts paid
- $3,809
- Other salaries and wages
- $9,271,610
- Salaries, compensation and benefits (total)
- $11,544,586
- Professional fundraising fees
- $0
- Legal fees
- $115,297
- Accounting fees
- $21,560
- Occupancy
- $1,907,015
- Travel
- $163,651
- Depreciation
- $7,054,401
- Program services (functional)
- $24,238,613
- Management and general (functional)
- $8,346,924
Balance sheet and other
- Total assets, start of year
- $115,294,091
- Total assets, end of year
- $110,567,541
- Total liabilities, end of year
- $127,982,661
- Net assets, end of year
- -$17,415,120
- Land, buildings and equipment
- $84,025,275
- Net assets without donor restrictions
- -$17,745,225
- Net assets with donor restrictions
- $330,105
- Gross receipts
- $19,219,199
- Employees
- 426
- Volunteers
- 127
- Year formed
- 1968
- State of legal domicile
- TN
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 Key employee | 2 | $0 | $495,439 | $74,300 |
| TANDERIA BROWN | CHIEF HUMAN RESOURCES OFFICER - PART YEAR Key employee | 1 | $0 | $394,651 | $61,258 |
| 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 |
| TAMMY SWANSON-DRAHEIM | DIRECTOR/EX-OFFICIO/ECC PRES Trustee or director | 0.1 | $0 | $145,412 | $106,291 |
| JAY PRINCE | FORMER SVP/COMMUNITY OPERATIONS/ASST. SECRETARY Former | 0 | $0 | $183,058 | $4,875 |
| BENJAMIN STEIFEL | HEALTHCARE ADMINISTRATOR Highest-paid employee | 40 | $123,391 | $0 | $16,994 |
| TODD TAYLOR | PHOT PRESIDENT/CEO Former | 40 | $137,770 | $0 | $0 |
| DAWN DOUD | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $112,925 | $0 | $20,363 |
| SANDRA FRANKLIN | DIRECTOR OF ASSISTED LIVING Highest-paid employee | 40 | $119,651 | $0 | $5,663 |
| LINDA WOLFENBARGER | HUMAN RESOURCES MANAGER Highest-paid employee | 40 | $116,674 | $0 | $8,268 |
20 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ERIK HOCKMAN | INTERIM CHIEF FINANCIAL OFFICER Highest-paid employee | 40 | $113,229 | $0 | $6,623 |
| 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: 24 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID G ERICKSON | GEN COUNSEL PART YR/ASST SEC/CEO Trustee or director, Officer | 1 | $0 |
| TODD SLECHTA | DIRECTOR/EX-OFFICIO Trustee or director | 0.1 | $0 |
| MELINDA BOOKER | VICE CHAIR - PART YEAR Trustee or director, Officer | 1 | $0 |
| JANET CREANEY | DIRECTOR/CHAIR Trustee or director, Officer | 0.1 | $0 |
| LORENE FLEWELLEN | DIRECTOR/VICE CHAIR Trustee or director, Officer | 0.1 | $0 |
| JANET GOELZ HOFFMAN | DIRECTOR/SECRETARY Trustee or director, Officer | 0.1 | $0 |
| SANDRA MARTIN | SECRETARY - PART YEAR Trustee or director, Officer | 1 | $0 |
| RICK SHEPARD | BOARD CHAIRMAN Trustee or director, Officer | 1 | $0 |
| JOE COLQUITT | BOARD MEMBER - PART YEAR Trustee or director | 1 | $0 |
| REBECCA CRISWELL | BOARD MEMBER - PART YEAR Trustee or director | 1 | $0 |
| ROY MICHAEL DALTON | BOARD MEMBER Trustee or director | 1 | $0 |
| JOHN HINKLE | BOARD MEMBER - PART YEAR Trustee or director | 1 | $0 |
| CRAIG JARVIS | BOARD MEMBER - PART YEAR Trustee or director | 1 | $0 |
| DEBORAH JONES | BOARD MEMBER Trustee or director | 1 | $0 |
| RUFUS KING | BOARD MEMBER - PART YEAR Trustee or director | 1 | $0 |
| ALICE ANN MOORE | BOARD MEMBER - PART YEAR Trustee or director | 1 | $0 |
| CHARLES WEST | BOARD MEMBER - PART YEAR Trustee or director | 1 | $0 |
| JEAN E JUSTIE | CFO/TREASURER/ASST SECRETARY Officer | 1 | $0 |
| WILLIAM RABE | CHIEF INFO & TECH OFFICER/ASST SEC. - PART YEAR Officer | 1 | $0 |
| CORY KALLHEIM | GENERAL COUNSEL/ASST SECRETARY Officer | 1 | $0 |
| EMILY WARNYGORA | SR. EXEC. ASST TO CEO/ASST SECRETARY Officer | 1 | $0 |
| ERIK HOCKMAN | CHIEF FINANCIAL OFFICER - PART YEAR Officer | 40 | $0 |
| DAVID MAXWELL | VICE PRESIDENT - PART YEAR Officer | 40 | $0 |
| KEITH MCCORD | VICE PRESIDENT - PART YEAR Officer | 40 | $0 |
990 for the year ended December 31, 2023: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TODD TAYLOR | PRESIDENT/CEO (END 06/23) Officer | 40 | $206,852 | $0 |
| KEITH MCCORD | VICE PRESIDENT Key employee | 40 | $181,718 | $0 |
| ERIK HOCKMAN | CHIEF FINANCIAL OFFICER Officer | 40 | $156,873 | $0 |
| WYNNE SHELTON | DIRECTOR OF PHARMACY Highest-paid employee | 40 | $135,037 | $9,964 |
| DAVID MAXWELL | VICE PRESIDENT Highest-paid employee | 40 | $138,480 | $0 |
| CLAY FIEGLE | DIRECTOR OF REHAB Highest-paid employee | 40 | $115,857 | $16,865 |
| SANDRA FRANKLIN | DIRECTOR OF NURSING Highest-paid employee | 40 | $120,807 | $9,964 |
| DEANNA EVANS | OCCUPATIONAL THERAPIST Highest-paid employee | 40 | $101,425 | $17,660 |
| MELINDA BOOKER | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SANDRA MARTIN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| RICK SHEPARD | BOARD CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| DALE KEASLING | TREASURER (END 03/2023) Trustee or director, Officer | 1 | $0 | $0 |
| REBECCA CRISWELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOE COLQUITT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ROY MICHAEL DALTON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DEBORAH JONES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MICHAEL MILLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SUSAN SEAGRAVES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CHARLES WEST | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RUFUS KING | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CRAIG JARVIS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CHARLES MULLIGAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ALICE ANN MOORE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 801 VANOSDALE RD, KNOXVILLE, TN 37909-2497
- Principal officer (990 for 2024)
- DAVID ERICKSON, C/O CLCS - 5700 OLD ORCHARD RD, SKOKIE, IL 60077
- Signed the 990
- JEAN E JUSTIE, CFO
- Phone
- (865) 690-3411
- Website
- WWW.SHANNONDALETN.COM
- Return prepared by
- PLANTE & MORAN PLLC
Mission
(SEE SCHEDULE O)
Program accomplishments
- RESIDENTIAL 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 427 RESIDENTS, OCCUPYING 316 APARTMENTS AT 09/30/2025. RESIDENCY FOR THE FISCAL YEAR TOTALED 153,323 RESIDENT DAYS.Expenses $14,162,283 · grants $3,809 · revenue $10,544,185
- SKILLED NURSING: 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 42 SKILLED CARE RESIDENTS AT 09/30/2025. SKILLED AND LONG TERM RESIDENCY FOR THE FISCAL YEAR END TOTALED 13,817 RESIDENT DAYS.Expenses $5,108,630 · revenue $4,752,468
- ASSISTED 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 63 ASSISTED LIVING RESIDENTS AT 09/30/2025. ASSISTED LIVING RESIDENCY FOR THE FISCAL YEAR TOTALED 24,428 RESIDENT DAYS.Expenses $4,967,700 · revenue $3,888,561
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
- 62-0698709
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1965
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P75Z)
- Assets (IRS master file)
- $110,567,541
- Income (IRS master file)
- $19,219,199
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $19,182,281 | $32,585,537 | $110,567,541 | XML |
| 990 | September 2024 | $22,103,172 | $34,793,324 | $115,294,091 | XML |
| 990 | December 2023 | $28,942,212 | $40,968,001 | $95,903,221 | XML |
| 990 | December 2022 | $31,846,714 | $40,569,436 | $97,078,876 | 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 62-0698709).
Questions about COVENANT LIVING AT SHANNONDALE
- What is the EIN of COVENANT LIVING AT SHANNONDALE?
- The employer identification number (EIN) of COVENANT LIVING AT SHANNONDALE is 62-0698709.
- Is COVENANT LIVING AT SHANNONDALE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
- Are donations to COVENANT LIVING AT SHANNONDALE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does COVENANT LIVING AT SHANNONDALE 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 SHANNONDALE 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 SHANNONDALE 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 SHANNONDALE?
- The 990 for the year ended September 30, 2025 names DAVID ERICKSON.
- Who are the officers and directors of COVENANT LIVING AT SHANNONDALE?
- The 990 for the year ended September 30, 2025 lists 35 people; 6 received compensation from the organization.
- How much revenue does COVENANT LIVING AT SHANNONDALE have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $19,182,281, expenses of $32,585,537 and total assets of $110,567,541 at year end.
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