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New Richmond Senior Housing Inc

Boardman Meadows

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
$268k (2023)

Expenses
$358k (2023)

Total Assets
$1.58M (2023)

Total Liabilities
$2.73M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings and Audits 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.

Audits are required to be submitted by nonprofit organizations that spend $750,000 or more in federal grant money in a fiscal year. "Single audits" look at the entire organization's finances and compliance, while other audits are program specific. Nonprofit Explorer has PDFs of audits for some nonprofits for fiscal year 2015 and later. Audit data is from the Federal Audit Clearinghouse.

Fiscal Year Ending Dec.
2024

No Extracted Financial Data

Form 990 documents are not available for this tax period, but audit documents are available for download.

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$268,284
Expenses
$358,356
Net Income
-$90,072
Net Assets
-$1,148,958
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $262,399
97.8%
Investment Income $445
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,440
2.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $84,025
23.4%
Assets/Debt
Total Assets $1,576,907
Total Liabilities $2,725,865
Net Assets -$1,148,958
Compensation
Key Employees and Officers Compensation Related Other
Shelley Kendrick (President & Ceo) $0 $490,367 $49,805
Scott Bjerketvedt (Secretary And Treasurer) $0 $293,673 $48,936
Bret Anderson (Board Of Trustee) $0 $293,045 $26,862
Mellanie Sullivan (Board Of Trustee) $0 $323,390 $16,321
Emily Sommer (Assistant Secretary) $0 $66,743 $22,171

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$243,666
Expenses
$316,417
Net Income
-$72,751
Net Assets
-$1,058,886
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $240,010
98.5%
Investment Income $253
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,403
1.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $48,835
15.4%
Assets/Debt
Total Assets $1,650,173
Total Liabilities $2,709,059
Net Assets -$1,058,886
Compensation
Key Employees and Officers Compensation Related Other
Shelley Kendrick (President & Ceo) $0 $404,808 $36,214
Morshed Alam (Cfo, Secretary/Treasurer To 8/2022) $0 $287,455 $35,344
Bret Anderson (Vice President) $0 $247,790 $42,659
Scott Bjerketvedt (Svp, Chief Financial Officer) $0 $214,919 $45,266
Mellanie Sullivan (Sr Vp And Chief People Officer) $0 $286,762 $15,004
Emily Sommer (Assistant Secretary) $0 $69,507 $4,378

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$236,184
Expenses
$326,345
Net Income
-$90,161
Net Assets
-$986,135
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $231,204
97.9%
Investment Income $197
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,783
2.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $50,155
15.4%
Assets/Debt
Total Assets $1,737,651
Total Liabilities $2,723,786
Net Assets -$986,135
Compensation
Key Employees and Officers Compensation Related Other
Emily Sommer (Assistant Secretary) $0 $66,170 $4,192
Dena Meyer Thru Sept 2021 (Vp Living Spaces And Partner Services) $0 $155,603 $24,285
Bret Anderson (Vice President) $0 $246,119 $27,365
Scott Bjerketvedt (Vice President) $0 $187,187 $44,794
Morshed Alam (Cfo, Secretary/Treasurer) $0 $310,240 $48,766
Mellanie Sullivan (Sr Vp And Chief People Officer) $0 $294,887 $27,911
Shelley Kendrick (President & Ceo) $0 $423,395 $52,890

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$241,385
Expenses
$290,128
Net Income
-$48,743
Net Assets
-$895,974
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $236,943
98.2%
Investment Income $282
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$895
Net Inventory Sales $0
Other Revenue $5,055
2.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $57,630
19.9%
Assets/Debt
Total Assets $1,846,811
Total Liabilities $2,742,785
Net Assets -$895,974
Compensation
Key Employees and Officers Compensation Related Other
Shelley Kendrick (President & Ceo) $0 $423,828 $48,176
Morshed Alam (Cfo, Secretary/Treasurer) $0 $314,455 $48,383
Bret Anderson (Vice President) $0 $241,011 $31,195
Scott Bjerketvedt (Vice President) $0 $145,588 $32,048
Kathryn Roberts (President & Ceo (Former)) $0 $138,496 $8,199
Amy Korzenowski (Vice President (Thru Mar 2020)) $0 $124,311 $5,742
Cynthia Mowan (Cfo, Sec./Treas. (Thru Feb 2020)) $0 $51,387 $5,152

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$245,884
Expenses
$285,439
Net Income
-$39,555
Net Assets
-$847,231
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $240,326
97.7%
Investment Income $620
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,938
2.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $54,717
19.2%
Assets/Debt
Total Assets $1,888,407
Total Liabilities $2,735,638
Net Assets -$847,231
Compensation
Key Employees and Officers Compensation Related Other
Kathryn Roberts (President & Ceo (Thru May 2019)) $0 $559,643 $78,363
Shelley Kendrick (President & Ceo) $0 $467,728 $76,464
Scott Mcguire (Cfo, Secretary/Treasurer (Thru June 2019)) $0 $333,052 $28,672
Amy Korzenowski (Vice President) $0 $279,781 $26,065
Cynthia Mowan (Vp Of Finance, Board Member) $0 $198,245 $23,806
Sarah Pauza (Vice President) $0 $139,939 $31,762
Morshed Alam (Cfo, Secretary/Treasurer) $0 $47,464 $6,923

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$239,010
Expenses
$290,620
Net Income
-$51,610
Net Assets
-$807,676
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $234,104
97.9%
Investment Income $565
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,341
1.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $51,366
17.7%
Assets/Debt
Total Assets $1,907,412
Total Liabilities $2,715,088
Net Assets -$807,676
Compensation
Key Employees and Officers Compensation Related Other
Kathryn Roberts (President & Ceo, Board Member) $0 $519,780 $259,550
Scott Mcguire (Cfo & Senior Vp, Board Member) $0 $284,252 $137,295
Shelley Kendrick (Coo, Board Member) $0 $290,381 $140,749
Cynthia Mowan (Vp Of Finance, Board Member) $0 $158,373 $55,013

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$239,000
Expenses
$282,283
Net Income
-$43,283
Net Assets
-$756,066
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $230,339
96.4%
Investment Income $399
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $8,262
3.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $49,804
17.6%
Assets/Debt
Total Assets $1,971,508
Total Liabilities $2,727,574
Net Assets -$756,066
Compensation
Key Employees and Officers Compensation Related Other
Kathryn Roberts (President & Ceo, Board Member) $0 $594,316 $59,989
Scott Mcguire (Cfo & Senior Vp, Board Member) $0 $268,602 $44,943
Shelley Kendrick (Vp Of Operations, Board Member) $0 $309,609 $48,958
Cynthia Mowan (Vp Of Finance, Board Member) $0 $166,964 $22,215

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$227,363
Expenses
$347,556
Net Income
-$120,193
Net Assets
-$712,783
Notable Sources of Revenue Percent of Total Revenue
Contributions $200
0.1%
Program Services $221,689
97.5%
Investment Income $341
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,133
2.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $49,591
14.3%
Assets/Debt
Total Assets $2,002,717
Total Liabilities $2,715,500
Net Assets -$712,783
Compensation
Key Employees and Officers Compensation Related Other
Kathryn Roberts (President & Ceo, Board Member) $0 $495,562 $146,926
Scott Mcguire (Cfo & Senior Vp, Board Member) $0 $40,769 $0
Dennis Johnson (Cfo & Senior Vp Through Dec 2016) $0 $352,067 $99,166
Shelley Kendrick (Vp Of Operations, Board Member) $0 $246,123 $82,801
Cynthia Mowan (Vp Of Finance, Board Member) $0 $149,765 $36,251

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$214,571
Expenses
$262,917
Net Income
-$48,346
Net Assets
-$592,590
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $209,988
97.9%
Investment Income $304
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,279
2.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $49,631
18.9%
Assets/Debt
Total Assets $2,130,611
Total Liabilities $2,723,201
Net Assets -$592,590
Compensation
Key Employees and Officers Compensation Related Other
Kathryn Roberts (President & Ceo, Board Member) $0 $460,051 $74,640
Dennis Johnson (Cfo & Senior Vp, Board Member) $0 $352,799 $57,655
Shelley Kendrick (Vp Of Operations, Board Member) $0 $201,550 $48,289
Cynthia Mowan (Vp Of Finance, Board Member) $0 $142,739 $26,010

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$214,727
Expenses
$258,488
Net Income
-$43,761
Net Assets
-$544,244
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $211,922
98.7%
Investment Income $134
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,671
1.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $46,386
17.9%
Assets/Debt
Total Assets $2,158,377
Total Liabilities $2,702,621
Net Assets -$544,244
Compensation
Key Employees and Officers Compensation Related Other
Kathryn Roberts (President & Ceo, Board Member) $0 $425,441 $72,841
Dennis Johnson (Cfo & Senior Vp, Board Member) $0 $331,806 $60,336
Shelley Kendrick (Vp Of Operations, Board Member) $0 $184,953 $38,360
Cynthia Mowan (Vp Of Finance, Board Member) $0 $136,928 $24,758

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$211,270
Expenses
$252,510
Net Income
-$41,240
Net Assets
-$500,483
Notable Sources of Revenue Percent of Total Revenue
Contributions $231
0.1%
Program Services $207,950
98.4%
Investment Income $89
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,000
1.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $41,747
16.5%
Assets/Debt
Total Assets $2,200,971
Total Liabilities $2,701,454
Net Assets -$500,483
Compensation
Key Employees and Officers Compensation Related Other
Kathryn Roberts (President & Ceo, Board Member) $0 $386,863 $59,396
Dennis Johnson (Cfo & Senior Vp, Board Member) $0 $286,010 $46,989
Gilbert Acevedo (Senior Vp Operations, Board Member) $0 $102,065 $1,694
Scott Riddle (Senior Vp Finance, Board Member) $0 $53,773 $7,230
Shelley Kendrick (Vp Of Operations, Board Member) $0 $174,705 $27,712
Cynthia Mowan (Vp Of Finance, Board Member) $0 $126,758 $21,142

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$196,491
Expenses
$244,178
Net Income
-$47,687
Net Assets
-$459,243
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,000
0.5%
Program Services $183,727
93.5%
Investment Income $96
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $11,668
5.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $41,742
17.1%
Assets/Debt
Total Assets $2,283,758
Total Liabilities $2,743,001
Net Assets -$459,243

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$212,821
Expenses
$263,657
Net Income
-$50,836
Net Assets
-$411,556
Notable Sources of Revenue Percent of Total Revenue
Contributions $962
0.5%
Program Services $211,731
99.5%
Investment Income $128
0.1%
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 $36,578
13.9%
Assets/Debt
Total Assets $2,296,767
Total Liabilities $2,708,323
Net Assets -$411,556

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is 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.

Which Organizations Are Here?

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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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • 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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