WHITEMARSH CONTINUING CARE RETIREMENT COMMUNITY Charity Report

Public IRS 990 nonprofit record

WHITEMARSH CONTINUING CARE RETIREMENT COMMUNITY

EIN 83-0344521 · Housing & Shelter (L220)

What they do

to PROVIDE QUALITY RESIDENTIAL and HEALTH CARE SERVICES to SENIOR CITIZENS IN OUR SURROUNDING COMMUNITIES to ALLOW OUR RESIDENTS to LIVE AS INDEPENDENT A LIFESTYLE AS POSSIBLE WITH DIGNITY and COMPASSION.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $88.50 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders29 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

103.21%of revenue went to mission work88.5% of expenses · Program services

$116.61spent for every $100 of revenueSpending was higher than revenue this year.

13.39%of revenue went to management and office costs11.5% of expenses

$4.86in assets for every $1 spent this yearSome assets cannot be spent right away.

1.6%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $7,959,948 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $450,406 for JUDITH MCGRUTHER (STRATEGIC ADVISOR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$47,934,361

Mission workProgram services$49,473,780103.21% of revenue88.5% of expenses

ManagementOffice and general costs$6,420,52913.39% of revenue11.5% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Total expenses$55,894,309116.61% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 88.5% mission · 11.5% management · 0.0% fundraisingTotal expenses: 116.61% of revenue

2023Expense mix: 87.9% mission · 12.1% management · 0.0% fundraisingTotal expenses: 107.24% of revenue

2022Expense mix: 89.4% mission · 10.6% management · 0.0% fundraisingTotal expenses: 122.86% of revenue

2021Expense mix: 88.3% mission · 11.7% management · 0.0% fundraisingTotal expenses: 117.55% of revenue

2020Expense mix: 88.0% mission · 12.0% management · 0.0% fundraisingTotal expenses: 104.59% of revenue

2019Expense mix: 89.4% mission · 10.6% management · 0.0% fundraisingTotal expenses: 105.06% of revenue

2018Expense mix: 91.1% mission · 8.9% management · 0.0% fundraisingTotal expenses: 106.95% of revenue

2017Expense mix: 90.6% mission · 9.4% management · 0.0% fundraisingTotal expenses: 109.90% of revenue

Money in and money out

Revenue$47,934,361

Expenses$55,894,309

Annual shortfall $7,959,948 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$49,473,780 · 88.5% of expenses

Management and office costs$6,420,529 · 11.5% of expenses

See all reported dollar amounts

Revenue$47,934,361

Expenses$55,894,309

Assets$271,464,285

Income$55,793,400

Contributions$766,071

Mission work (program services)$49,473,780

Management and general$6,420,529

Stocks and bonds$15,252,706

Accounting fees$81,700

Investing fees$62,921

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

JUDITH MCGRUTHERSTRATEGIC ADVISOR · 40 hrs/week $450,406Base $441,823 · Other $8,583

PETER FLEMINGCHIEF OPERATING OFFICER · 40 hrs/week $378,985Base $357,390 · Other $21,595

COREY EVANSPRESIDENT/CEO (AS OF 01/24) · 40 hrs/week $371,382Base $360,162 · Other $11,220

CHRISTINE DWYERDIRECTOR OF SALES/MARKETING · 40 hrs/week $370,314Base $355,826 · Other $14,488

WILLIAM MCCORMICKCHIEF FINANCIAL OFFICER · 40 hrs/week $310,694Base $294,069 · Other $16,625

SUSAN MCMENAMINCHIEF HUMAN RESOURCE OFFICER · 40 hrs/week $247,978Base $233,144 · Other $14,834

SUSAN ALDWORTHSENIOR SALES COUNSELOR · 40 hrs/week $204,812Base $190,622 · Other $14,190

EVAN ROTUNNOSALES MANAGER · 40 hrs/week $204,585Base $188,647 · Other $15,938

DAVID HUGHESDIRECTOR OF FACILITIES · 40 hrs/week $192,105Base $178,892 · Other $13,213

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (29)

JUDITH MCGRUTHERSTRATEGIC ADVISOR

PETER FLEMINGCHIEF OPERATING OFFICER

COREY EVANSPRESIDENT/CEO (AS OF 01/24)

CHRISTINE DWYERDIRECTOR OF SALES/MARKETING

WILLIAM MCCORMICKCHIEF FINANCIAL OFFICER

SUSAN MCMENAMINCHIEF HUMAN RESOURCE OFFICER

SUSAN ALDWORTHSENIOR SALES COUNSELOR

EVAN ROTUNNOSALES MANAGER

DAVID HUGHESDIRECTOR OF FACILITIES

SUSAN PARKSDIRECTOR (LEFT JAN. 24)

LYNN LEWISTREASURER

SHARON PATTON-THAXTONDIRECTOR

WILLIAM MARAZZOVICE CHAIR

RICHARD L JONES JRSECRETARY

RICHARD BRANTONDIRECTOR

PETER RYANDIRECTOR

PATRICE HAVERSTICKDIRECTOR

NEIL LUBARSKYCHAIR

MICHAEL DANIELEWICZ MDDIRECTOR

LYNNE DAVISDIRECTOR

ANDREW CANTORDIRECTOR

LEE LANDAUDIRECTOR

KEN LEVITANDIRECTOR

JANE LAGRECADIRECTOR

EFRAM SILBERSTEINDIRECTOR

EDITH DIXONDIRECTOR (LEFT JUNE 24)

DEBRA ROBERTSDIRECTOR

DEBBIE RODGERSDIRECTOR

BRUCE FICKENDIRECTOR

About this charity

Recognized since: January 2004
Location: 4000 FOXHOUND DR, LAFAYETTE HL, PA 19444-1014
County: Montgomery
In care of: % PETER FLEMING
Primary officer: WILLIAM MCCORMICK, CHIEF FINANCIAL OFFICER

How to reach them

WebsiteVisit the charity’s website Phone(215) 402-8500

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: CLIFTONLARSONALLEN LLP
NTEE classification: Housing & Shelter (L220)

WHITEMARSH CONTINUING CARE RETIREMENT COMMUNITY

WHITEMARSH CONTINUING CARE RETIREMENT COMMUNITY

What they do

Should I give to this charity?

Basic facts we verified

Money made simple

Ask these three easy questions

Financial picture

How each $100 of revenue was used

Has the pattern changed?

Money in and money out

Reported spending amounts

Leadership and board

People reported as paid

About this charity

How to reach them

Filing and classification

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