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Lodge At Ives Hill Inc

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Housing, Shelter / Senior Citizens' Housing/Retirement Communities (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$894k (2022)

Expenses
$1.02M (2022)

Total Assets
$3.64M (2022)

Total Liabilities
$4.12M (2022)

Source: Form 990 tax filings from 2011 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$893,810
Expenses
$1,015,503
Net Income
-$121,693
Net Assets
-$483,127
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $878,798
98.3%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $15,012
1.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $542,876
53.5%
Assets/Debt
Total Assets $3,635,725
Total Liabilities $4,118,852
Net Assets -$483,127
Compensation
Key Employees and Officers Compensation Related Other
Lisa Haglund (President & Ceo) $0 $331,712 $22,749
Mark Wilcox (Chief Information Officer) $0 $180,692 $22,258
Jennifer Whitten (Chief Operating Officer) $0 $172,853 $8,680
Danielle Bozich (Chief Human Resources Officer) $0 $159,115 $11,808
Matthew Boswell (Vp Of Finance) $0 $156,792 $10,260
Richard Whitver (Pharmacist) $0 $157,304 $2,521
Mark Constantino (Vp Of Quality & Clinical Strategies) $0 $147,800 $3,302
Kathy Trisket (Nurse Practitioner) $0 $129,309 $17,086
Sallie Williams (Vp Of Advancements) $0 $127,655 $13,970
Paul De Santis (Chief Financial Officer) $0 $114,009 $7,597
Peter Schmitt (Board Member) $0 $0 $0
Samuel Shreffler (Board Member) $0 $0 $0
Walter Fleming (Chair) $0 $0 $0
Susan Wilston (Vice Chair) $0 $0 $0
John Tassone (Board Member) $0 $0 $0
Susanne Mohnkern (Board Member) $0 $0 $0
Jane Spencer (Board Member) $0 $0 $0
Janet Snyder (Board Member) $0 $0 $0
Katherine Couch (Board Member) $0 $0 $0
Pj Banazek (Secretary/Treasurer) $0 $0 $0
Larry Roberts (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$961,868
Expenses
$918,121
Net Income
$43,747
Net Assets
-$361,434
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $888,984
92.4%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $72,884
7.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $461,245
50.2%
Assets/Debt
Total Assets $3,619,257
Total Liabilities $3,980,691
Net Assets -$361,434
Compensation
Key Employees and Officers Compensation Related Other
Lisa Haglund (President & Ceo) $0 $308,970 $17,652
Mark Wilcox (Chief Information Officer) $0 $170,269 $17,652
Jeremy Rutter (Chief Clinical Officer) $0 $144,450 $14,710
Jennifer Whitten (Chief Operating Officer) $0 $146,964 $0
Gregory Fernandez (Chief Financial Officer) $0 $122,210 $0
Karen Hardick (Chief Financial Officer) $0 $57,949 $0
Peter Schmitt (Board Member) $0 $0 $0
Samuel Shreffler (Board Member) $0 $0 $0
Walter Fleming (Chair) $0 $0 $0
Susan Wilston (Vice Chair) $0 $0 $0
John Tassone (Board Member) $0 $0 $0
Susanne Mohnkern (Board Member) $0 $0 $0
Jane Spencer (Board Member) $0 $0 $0
Janet Snyder (Board Member) $0 $0 $0
Katherine Couch (Board Member) $0 $0 $0
Pj Banazek (Secretary/Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$979,495
Expenses
$830,604
Net Income
$148,891
Net Assets
-$405,181
Notable Sources of Revenue Percent of Total Revenue
Contributions $70
0.0%
Program Services $960,694
98.1%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $18,731
1.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $424,927
51.2%
Assets/Debt
Total Assets $2,838,757
Total Liabilities $3,243,938
Net Assets -$405,181
Compensation
Key Employees and Officers Compensation Related Other
Lisa Haglund (President & Ceo) $0 $247,004 $21,242
David Smeltzer (President & Ceo) $0 $207,320 $8,926
Gregory Fernandez (Chief Financial Officer) $0 $72,575 $0
Brad Arthur (Board Member) $0 $0 $0
Jane Spencer (Board Member) $0 $0 $0
Janet Snyder (Board Member) $0 $0 $0
Katherine Couch (Board Member) $0 $0 $0
Mark Humbert (Board Member) $0 $0 $0
Pj Banazek (Secretary/Treasurer) $0 $0 $0
Peter Schmitt (Board Member) $0 $0 $0
Samuel Shreffler (Board Member) $0 $0 $0
Walter Fleming (Chair) $0 $0 $0
William Rushik (Chair) $0 $0 $0
Susan Wilston (Vice Chair) $0 $0 $0
Randal Gerig (Chief Financial Officer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$912,549
Expenses
$934,289
Net Income
-$21,740
Net Assets
-$554,072
Notable Sources of Revenue Percent of Total Revenue
Contributions $300
0.0%
Program Services $911,549
99.9%
Investment Income $55
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $645
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $426,681
45.7%
Assets/Debt
Total Assets $2,209,211
Total Liabilities $2,763,283
Net Assets -$554,072
Compensation
Key Employees and Officers Compensation Related Other
Danny Johnson (Board Member) $0 $0 $0
Jane Spencer (Board Member) $0 $0 $0
Kate Couch (Board Member) $0 $0 $0
Mark Humbert (Board Member) $0 $0 $0
Pj Banazek (Treasurer) $0 $0 $0
Peter Schmitt (Vice Chair) $0 $0 $0
Samuel Shreffler (Board Member) $0 $0 $0
Walter Fleming (Secretary) $0 $0 $0
William Rushik (Chair) $0 $0 $0
David Smeltzer (President / Ceo) $0 $0 $0
Randal Gerig (Cfo) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$823,149
Expenses
$826,142
Net Income
-$2,993
Net Assets
-$262,091
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $823,050
100.0%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $99
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $304,751
36.9%
Assets/Debt
Total Assets $2,467,855
Total Liabilities $2,729,946
Net Assets -$262,091
Compensation
Key Employees and Officers Compensation Related Other
Anna Patterson (Executive Director) $71,147 $0 $0
Stacey Bristow (Finance Director) $29,789 $0 $0
Judy Shean (President) $0 $0 $0
Phillip Banazek (Treasurer) $0 $0 $0
Kate Couch (Vice President) $0 $0 $0
Don Sawyer (Board Member) $0 $0 $0
Brad Arthur (Board Member) $0 $0 $0
Peter Schmitt (Board Member) $0 $0 $0
Jayn Graves (Board Member) $0 $0 $0
Jane Spencer (Board Member) $0 $0 $0

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Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$773,351
Expenses
$813,011
Net Income
-$39,660
Net Assets
-$259,098
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $762,875
98.6%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $10,476
1.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $304,861
37.5%
Assets/Debt
Total Assets $2,463,740
Total Liabilities $2,722,838
Net Assets -$259,098
Compensation
Key Employees and Officers Compensation Related Other
Jayn Graves (Past President) $0 $0 $0
Judy Shean (President) $0 $0 $0
Phillip Banazek (Treasurer) $0 $0 $0
Kate Couch (Vice President/Secretary) $0 $0 $0
Peter Schmitt (Director) $0 $0 $0
Joseph Sanzone (Director) $0 $0 $0
Donald Sawyer (Director) $0 $0 $0
Brad Arthur (Director) $0 $0 $0
Kerry Roberge (Director) $0 $0 $0
Anna Patterson (Executive Director) $0 $74,536 $0
Stacey Bristow (Director Of Finance (Part) $0 $28,300 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$754,680
Expenses
$730,052
Net Income
$24,628
Net Assets
-$219,438
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $730,000
96.7%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $24,680
3.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,561,401
Total Liabilities $2,780,839
Net Assets -$219,438
Compensation
Key Employees and Officers Compensation Related Other
Jayn Graves (President) $0 $0 $0
Judy Shean (Treasurer) $0 $0 $0
Phillip Banazek (Director) $0 $0 $0
Kate Couch (Vice President/Secretary) $0 $0 $0
Peter Schmitt (Director) $0 $0 $0
Joseph Sanzone (Director) $0 $0 $0
Donald Sawyer (Director) $0 $0 $0
Brad Arthur (Director) $0 $0 $0
Anna Patterson (Executive Director) $0 $70,587 $0
Stacey Bristow (Director Of Finance (Part Year)) $0 $5,564 $0
Nikki R Eitema (Director Of Finance (Part Year)) $0 $37,684 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$715,515
Expenses
$815,901
Net Income
-$100,386
Net Assets
-$244,066
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $694,839
97.1%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $20,676
2.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,618,531
Total Liabilities $2,862,597
Net Assets -$244,066
Compensation
Key Employees and Officers Compensation Related Other
Jayn Graves (President) $0 $0 $0
Judy Shean (Treasurer) $0 $0 $0
Phillip Banazek (Director) $0 $0 $0
Kate Couch (Vice President) $0 $0 $0
Brian Exford (Director) $0 $0 $0
Joseph Sanzone (Director) $0 $0 $0
Donald Sawyer (Director) $0 $0 $0
Ronald Roggie (Director) $0 $0 $0
Martha Brown (Secretary) $0 $0 $0
Brad Arthur (Director) $0 $0 $0
Anna Patterson (Executive Director) $0 $72,441 $0
Nikki Reitema (Director Of Finance) $0 $37,637 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$961,344
Expenses
$964,745
Net Income
-$3,401
Net Assets
-$143,680
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $913,723
95.0%
Investment Income $203
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $47,418
4.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,758,457
Total Liabilities $2,902,137
Net Assets -$143,680
Compensation
Key Employees and Officers Compensation Related Other
Jayn Graves (President) $0 $0 $0
Judy Shean (Treasurer) $0 $0 $0
Phillip Banazek (Director) $0 $0 $0
Kate Couch (Vice President) $0 $0 $0
Brian Exford (Director) $0 $0 $0
Joseph Sanzone (Director) $0 $0 $0
Donald Sawyer (Director) $0 $0 $0
Ronald Roggie (Director) $0 $0 $0
Martha Brown (Secretary) $0 $0 $0
Brad Arthur (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$902,991
Expenses
$934,540
Net Income
-$31,549
Net Assets
-$140,278
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $857,336
94.9%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $45,655
5.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $426,056
45.6%
Assets/Debt
Total Assets $2,801,435
Total Liabilities $2,941,713
Net Assets -$140,278
Compensation
Key Employees and Officers Compensation Related Other
Donna Macpherson (Executive Di) $0 $67,819 $0
Jayn Graves (Vice Preside) $0 $0 $0
Martha Boshart (President) $0 $0 $0
Judy Shean (Treasurer) $0 $0 $0
Phillip Banazek (Director) $0 $0 $0
Kate Couch (Secretary) $0 $0 $0
Brian Exford (Director) $0 $0 $0
Joseph Sanzone (Director) $0 $0 $0
Donald Sawyer (Director) $0 $0 $0
Ronald Roggie (Director) $0 $0 $0
Martha Brown (Director) $0 $0 $0
Kerry Roberge (Immediate Pa) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$525,337
Expenses
$697,746
Net Income
-$172,409
Net Assets
-$108,730
Notable Sources of Revenue Percent of Total Revenue
Contributions $200,500
38.2%
Program Services $323,097
61.5%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,740
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $47,781
6.8%
Professional Fundraising Fees $0
Other Salaries and Wages $270,424
38.8%
Assets/Debt
Total Assets $2,828,172
Total Liabilities $2,936,902
Net Assets -$108,730

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$63,679
Expenses
$0
Net Income
$63,679
Net Assets
$63,679
Notable Sources of Revenue Percent of Total Revenue
Contributions $63,679
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,304,884
Total Liabilities $2,241,205
Net Assets $63,679

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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