Optage INC FY2023 filing
Expands services and enriches lives for older adults, reflecting God's love. For fiscal year 2023 it reported $362K in revenue, $767K in expenses, and $-405K in net assets.Pt I
- Type
- Public charity (501(c)(3)) · Housing
- Location
- Roseville, MN
- Website
- www.preshomes.org
- Filings
- 5 on file (2020–2023)
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Summary of the Filing
Where the work happens
OPTAGE, INC. PROVIDES COMPREHENSIVE PRIMARY CARE TO OLDER ADULTS AT THEIR PLACE OFRESIDENCE. A PERSONAL PHYSICIAN AND NURSE PRACTITIONER, WITH EXTENSIVE EXPERIENCEIN GERIATRIC CARE, LEAD A TEAM OF INDIVIDUALS WHO COLLECTIVELY WORK TO PROVIDEONGOING PERSONAL AND COORDINATED CARE.
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Identity & Classification
Governance & Policies
Officers, Directors & Key Employees
Joely Wertz’s $108K as Program Manager is at the 42nd percentile of top reported officer pay among 2025 $1–10M housing 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 | FY2020 |
|---|---|---|
| Mary Bullock | — | $138,013 |
| Lois Sipprell | — | $132,827 |
| Amy Kammerer | — | $127,364 |
| Judy Palmer-Nessinger | — | $126,972 |
| Jody Juntunen | — | $121,820 |
| Joely Wertz | $107,628 | — |
| Ann Johnson | $107,362 | — |
| Lindsey Orman | $102,031 | — |
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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Statement of Revenue
Statement of Functional Expenses
Balance Sheet
Financial Metrics
Same NTEE category, revenue band, and state where available. Descriptive — not a grade.
| Metric | This org | Peer median | Percentile |
|---|---|---|---|
| Program ratio | 78% | — | — |
| Overhead ratio | 22% | — | — |
| Investment management fee ratio | 0% | — | — |
| Legal fee ratio | 0% | — | — |
| Accounting fee ratio | 0% | — | — |
| Fundraising fee ratio | 0% | — | — |
Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.
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