Wake Robin Corp: FY2023 Nonprofit Profile & Form 990 (EIN 22-2535376)

Meagan Buckley’s $273K as CEO & President is at the 69th percentile of top reported officer pay among 3122 $10–100M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

Name	FY2024	FY2023	FY2022	FY2021	FY2020
Meagan Buckley	$272,894	$246,293	$183,260	$163,454	$159,475
Martha Maksym	—	$18,847	$156,976	$189,039	$170,077
Marysue Kelsen	$169,115	$165,833	$165,527	$149,712	$141,327
Leslie Parker	$154,387	$150,364	$141,755	$124,091	$120,509
Heather Filonow	$153,830	$139,431	—	—	—
Marybeth Dudley	$143,331	$138,051	$123,522	$111,412	$102,725
Kate Hays	$139,451	$132,558	—	—	—
Anne Levesque	—	—	—	$137,419	$134,321

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Builds and manages affordable retirement communities for seniors.

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1 program · $30.9M · in their own filed words · FY2023

01

Wake robin has one primary program service, to establish and own a sustainable and dynamic life plan community (also known as a continuing care retirement community) for older adults that honors both mutual support and independence and addresses the health and wellness of each resident.

$30.9Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record

Grants received · FY2024

Vermont Community FoundationFY2024$15K

Donor Advised Charitable Giving INCFY2024$11K

Argosy FoundationFY2024$5K

Total grants receivedfrom 3 funders$31K

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By the numbers

The FY2023 990, line by line.

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1The main four

Money inPt VIII

$35.4M

Ln 12

Fees for servicesLn 2g$34.1M

Investment incomeLn 3$1.2M

Gifts and grantsLn 1h$71K

Money outPt IX

$33.1M

Ln 25

Programscol B$30.9M

Managementcol C$2.2M

Owns and owesPt X

−$18.1M

net assets · Ln 32

Cash and savingsLn 1–2$9.0M

Total assetsLn 16$137.4M

LiabilitiesLn 26$155.4M

PeoplePt VI, VII

23

listed · VII A

PaidVII A8

Voting boardVI 1a14

IndependentVI 1b14

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$71K

Fees for servicesLn 2g$34.1M

Investment incomeLn 3$1.2M

Gains on assetsLn 7$150K

Total revenueLn 12$35.4M

Assets in detailPt X, end of year

CashLn 1$2K

SavingsLn 2$9.0M

Cash and savings togetherLn 1–2$9.0M

InvestmentsLn 11–13$40.9M

Land, buildings, equipmentLn 10c$86.5M

Total assetsLn 16$137.4M

LiabilitiesLn 26$155.4M

Net assetsLn 32−$18.1M

OperationsPt I, VI

EmployeesI 5299

VolunteersI 616

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY23	End FY23
Cash and savingsLn 1–2	$7.1M	$9.0M
InvestmentsLn 11–13	$36.3M	$40.9M
Land, buildings, equipmentLn 10c	$87.0M	$86.5M
Total assetsLn 16	$131.7M	$137.4M
LiabilitiesLn 26	$154.6M	$155.4M
Net assetsLn 32	−$22.9M	−$18.1M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Pay of current officers, directors and key staffLn 5	$481K	$205K	$276K
Other salaries and wagesLn 7	$6.8M	$6.5M	$368K
Pension plan contributionsLn 8	$166K	$155K	$11K
Other employee benefitsLn 9	$7.2M	$6.6M	$623K
Payroll taxesLn 10	$880K	$804K	$77K
Legal feesLn 11b	$42K		$42K
Accounting feesLn 11c	$56K		$56K
Investment management feesLn 11f	$177K		$177K
Other fees for servicesLn 11g	$468K	$415K	$52K
Advertising and promotionLn 12	$40K	$40K
Office expensesLn 13	$1.1M	$1.1M	$39K
Information technologyLn 14	$132K		$132K
OccupancyLn 16	$4.4M	$4.1M	$253K
InterestLn 20	$2.9M	$2.9M	$13K
Depreciation, depletion and amortizationLn 22	$5.9M	$5.9M	$27K
InsuranceLn 23	$474K	$472K	$2K
Other expenses (24a–d)Ln 24	$1.7M	$1.7M	$38K
Total functional expensesLn 25	$33.1M	$30.9M	$2.2M	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest	$38.3M	$35.2M	$3.1M	−$12.6M	990 PDF
FY2023 Viewing	$35.4M	$33.1M	$2.3M	−$18.1M	990 PDF
FY2022	$34.3M	$31.9M	$2.5M	−$22.9M	990 PDF
FY2021	$30.4M	$29.4M	$931K	−$21.1M	990 PDF
FY2020	$30.3M	$28.7M	$1.5M	−$23.4M	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations

See the full FY2023 990 (6 parts)

Part I · Summary $35,393,811 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $812,768$70,865

I-9 Program service revenuePrior year $33,028,894$34,083,884

I-10 Investment incomePrior year $497,230$1,239,062

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $34,338,892$35,393,811

I-13 Grants and similar amounts paidPrior year $0$0

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $14,953,242$15,562,413

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $16,897,929$17,506,872

I-18 Total expensesPrior year $31,851,171$33,069,285

I-19 Revenue less expensesPrior year $2,487,721$2,324,526

Part VI · Governance 14 of 14 board members independent, no flags

VI-1a Voting members of the governing body14

VI-1b Independent voting members14

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

VI-15a Process for setting top official's payYes

Part VIII · Statement of revenue $35,393,811 across 6 lines filed

VIII-1f All other contributions, gifts and grants$70,865

VIII-1h Total contributions, gifts and grants$70,865

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $34,083,884$34,083,884

VIII-3 Investment incomeExcluded from tax $1,088,897$1,088,897

VIII-7 Net gain or loss on sales of assetsExcluded from tax $150,165$150,165

VIII-12 Total revenueRelated to mission $34,083,884 · Unrelated business $0 · Excluded from tax $1,239,062$35,393,811

Part IX · Statement of functional expenses $33,069,285 across 17 lines filed

IX-5 Pay of current officers, directors and key staffPrograms $205,204 · Management $275,744$480,948

IX-7 Other salaries and wagesPrograms $6,472,453 · Management $368,165$6,840,618

IX-8 Pension plan contributionsPrograms $154,651 · Management $11,445$166,096

IX-9 Other employee benefitsPrograms $6,571,050 · Management $623,351$7,194,401

IX-10 Payroll taxesPrograms $803,674 · Management $76,676$880,350

IX-11b Legal feesManagement $42,333$42,333

IX-11c Accounting feesManagement $56,498$56,498

IX-11f Investment management feesManagement $177,261$177,261

IX-11g Other fees for servicesPrograms $415,416 · Management $52,117$467,533

IX-12 Advertising and promotionPrograms $40,472$40,472

IX-13 Office expensesPrograms $1,099,286 · Management $39,155$1,138,441

IX-14 Information technologyManagement $131,538$131,538

IX-16 OccupancyPrograms $4,127,722 · Management $252,713$4,380,435

IX-20 InterestPrograms $2,919,288 · Management $13,482$2,932,770

IX-22 Depreciation, depletion and amortizationPrograms $5,920,156 · Management $27,341$5,947,497

IX-23 InsurancePrograms $471,548 · Management $2,178$473,726

IX-24 Other expenses (24a–d)Programs $1,680,355 · Management $38,013$1,718,368

IX-25 Total functional expensesPrograms $30,881,275 · Management $2,188,010 · Fundraising $0$33,069,285

Part X · Balance sheet $137,379,968 assets, 17 lines filed

X-1 Cash, non-interest-bearingStart of year $1,700$1,700

X-2 Savings and temporary cash investmentsStart of year $7,136,341$9,045,713

X-4 Accounts receivableStart of year $666,447$588,665

X-8 Inventories for sale or useStart of year $31,388$25,586

X-9 Prepaid expenses and deferred chargesStart of year $515,715$355,849

X-10c Land, buildings and equipment, netStart of year $86,997,237$86,489,041

X-11 Publicly traded securitiesStart of year $36,338,046$40,873,414

X-16 Total assetsStart of year $131,686,874$137,379,968

X-17 Accounts payable and accrued expensesStart of year $2,594,367$3,244,361

X-19 Deferred revenueStart of year $65,469,572$68,373,106

X-20 Tax-exempt bond liabilitiesStart of year $81,047,967$78,542,988

X-25 Other liabilitiesStart of year $5,483,697$5,273,092

X-26 Total liabilitiesStart of year $154,595,603$155,433,547

X-27 Net assets without donor restrictionsStart of year −$27,786,686−$23,400,549

X-28 Net assets with donor restrictionsStart of year $4,877,957$5,346,970

X-32 Total net assets or fund balancesStart of year −$22,908,729−$18,053,579

X-33 Total liabilities and net assetsStart of year $131,686,874$137,379,968

Part XI · Reconciliation of net assets −$18,053,579 net assets at year end

XI-1 Total revenue$35,393,811

XI-2 Total expenses$33,069,285

XI-3 Revenue less expenses$2,324,526

XI-4 Net assets at start of year−$22,908,729

XI-5 Net unrealized gains (losses) on investments$2,537,807

XI-9 Other changes in net assets−$7,183

XI-10 Net assets at end of year−$18,053,579

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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Wake Robin Corp FY2023 filing

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