WNY MENNONITE RETIREMENT COMMUNITY INC Charity Report

Public IRS 990 nonprofit record

WNY MENNONITE RETIREMENT COMMUNITY INC

EIN 16-1560655 · Senior Citizens Housing & Retirement Communities (L22)

What they do

to DEVELOP and MAINTAIN HOUSING for SENIORS.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $62.90 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 leaders21 people are listed in the latest report.

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

Money made simple

75.73%of revenue went to mission work62.9% of expenses · Program services

$120.37spent for every $100 of revenueSpending was higher than revenue this year.

44.64%of revenue went to management and office costs37.1% of expenses

$2.72in assets for every $1 spent this yearSome assets cannot be spent right away.

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 $304,484 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $22,728 for LISA HAGLUND (PRESIDENT & CEO). 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$1,494,930

Mission workProgram services$1,132,14775.73% of revenue62.9% of expenses

ManagementOffice and general costs$667,26744.64% of revenue37.1% of expenses

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

Total expenses$1,799,414120.37% 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: 62.9% mission · 37.1% management · 0.0% fundraisingTotal expenses: 120.37% of revenue

2023Expense mix: 64.7% mission · 35.3% management · 0.0% fundraisingTotal expenses: 115.00% of revenue

2022Expense mix: 66.7% mission · 33.3% management · 0.0% fundraisingTotal expenses: 106.70% of revenue

2021Expense mix: 72.1% mission · 27.9% management · 0.0% fundraisingTotal expenses: 85.66% of revenue

2020Expense mix: 75.7% mission · 24.3% management · 0.0% fundraisingTotal expenses: 94.86% of revenue

2019Expense mix: 71.8% mission · 28.2% management · 0.0% fundraisingTotal expenses: 107.99% of revenue

2018Expense mix: 76.1% mission · 23.9% management · 0.0% fundraisingTotal expenses: 102.36% of revenue

2017Expense mix: 84.8% mission · 15.2% management · 0.0% fundraisingTotal expenses: 93.27% of revenue

Money in and money out

Revenue$1,494,930

Expenses$1,799,414

Annual shortfall $304,484 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)$1,132,147 · 62.9% of expenses

Management and office costs$667,267 · 37.1% of expenses

See all reported dollar amounts

Revenue$1,494,930

Expenses$1,799,414

Assets$4,886,881

Income$1,494,930

Mission work (program services)$1,132,147

Management and general$667,267

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

LISA HAGLUNDPRESIDENT & CEO · 1 hrs/week $22,728Base · Other $22,728

MARK WILCOXCHIEF INFORMATION OFFICER · 1 hrs/week $22,184Base · Other $22,184

SAMUEL HILLCHIEF OF MISSION ADVANCEMENT · 1 hrs/week $21,998Base · Other $21,998

DANIELLE BOZICHCHIEF HUMAN RESOURCES OFFICER · 1 hrs/week $17,794Base · Other $17,794

ROBIN DIGREGORIOREGIONAL NURSING HOME ADMINISTRATOR · 1 hrs/week $15,080Base · Other $15,080

LISA RESSMANCHIEF FINANCIAL OFFICER · 1 hrs/week $13,619Base · Other $13,619

MATTHEW BOSWELLDIRECTOR OF REGULATORY AND BUDGET · 1 hrs/week $9,949Base · Other $9,949

KERSTIN WYMANDIRECTOR OF SALES AND BUSINESS DEVELOPMENT · 1 hrs/week $9,656Base · Other $9,656

TRACY NELSONVICE PRESIDENT OF HUMAN RESOURCES · 1 hrs/week $2,914Base · Other $2,914

RICHARD WHITVERPHARMACIST $2,161Base · Other $2,161

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 (21)

LISA HAGLUNDPRESIDENT & CEO

MARK WILCOXCHIEF INFORMATION OFFICER

SAMUEL HILLCHIEF OF MISSION ADVANCEMENT

DANIELLE BOZICHCHIEF HUMAN RESOURCES OFFICER

ROBIN DIGREGORIOREGIONAL NURSING HOME ADMINISTRATOR

LISA RESSMANCHIEF FINANCIAL OFFICER

MATTHEW BOSWELLDIRECTOR OF REGULATORY AND BUDGET

KERSTIN WYMANDIRECTOR OF SALES AND BUSINESS DEVELOPMENT

TRACY NELSONVICE PRESIDENT OF HUMAN RESOURCES

RICHARD WHITVERPHARMACIST

WALTER FLEMINGBOARD MEMBER

BRENT RICHARDSONVICE CHAIR

SUSANNE MOHNKERNBOARD MEMBER

SUSAN WILSTONCHAIR

PETER STARKCHAIR

PETER SCHMITTBOARD MEMBER

MARY ANN SPANOSVICE CHAIR

JUDY RICHSECRETARY/TREASURER

JOANNE SMIKLEBOARD MEMBER

HONNA CURTISBOARD MEMBER

GREGORY FERNANDEZSECRETARY/TREASURER

About this charity

Recognized since: January 1999
Location: 5945 VINCROFT DR, CLARENCE CENTER, NY 14032-9156
County: Erie
In care of: % DIANNE WARD
Primary officer: Lisa Haglund, President & CEO

How to reach them

WebsiteVisit the charity’s website Phone(716) 741-7741 Officer phone(716) 487-6800

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
NTEE classification: Senior Citizens Housing & Retirement Communities (L22)
IRS tax category: Senior Citizens Housing & Retirement Communities